Transition Administrator

Reporting to the Senior Manager, Transitions Team and working in a fast-paced environment, the Transition Administrator is expected to provide high-quality customer service by managing all aspects of onboarding of new advisors. The highly motivated and energetic professional ensures that all advisor, client and head office request and inquires are handled promptly with care and accurately, adhering to the established service levels. This role required strong communication in both English and French skills and a commitment to maintaining a positive customer experience throughout the onboarding process.

RESPONSIBILITIES :

• Resolve escalations related to New Transition Advisors promptly and accurately, applying strong business acumen, specific insights, and thorough investigation to address issues with a sense of urgency and exceptional service.
• Navigate essential business processes effectively, demonstrate knowledge of documentation requirements, products, and systems across multiple investment dealers governed by CIRO.
• Ensure client onboarding data accuracy, applying high standards of quality control so advisors can access new client packages through digital onboarding system with ease.
• Collaborate with Internal and external partners to gather necessary information, enabling other teams to perform their task accurately and ensuring timely, efficient information flow.
• Complete task related to client setup, including banking arrangements, transfers, income profiles, systematic events, managed accounts, and other transitions activities, all the while adhering to SLAs to provide seamless client experience.
• Update account information and collaborate closely with all internal stakeholder and teams to ensure compliance with documentation related to CRA and IRS self-certification of residency status.
• Managing and update client preference related to e-delivery for clients, statements, confirms and tax forms ensuring smooth and accurate communication.
• Coordinate with impacted teams to confirm task completion and provide clear, timely updates on progress to ensure a seamless client experience.
• Perform additional duties as assigned, supporting a positive customer experience and upholding service standards within operations and business development.

QUALIFICATIONS :

• Fluent in both English and French is required
• Post-secondary education and / or 2 years in Brokerage operation or transition of New advisor onboarding
• Excellent communication and organizational skills
• Excellent attention to detail, and problem-solving skills
• Ability to work independently as well as in a team environment
• Knowledge of Dataphile, Unifide or Inform is an asset

COMPENSATION :

Commensurate with experience

If you are interested in applying for this position, please forward a cover letter and resume in confidence to [email protected].

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted