Account Administration Officer

Is this role right for you?

In this role you will:

• Be responsible for the administration of client accounts including account openings, account maintenance and account funding
• Facilitate transfer requests, resolve transfer inquiries, and follow up on initiated transfers
  

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• University degree or College diploma, preferably with a financial background
• 2 years’ experience in an administrative or clerical position, preferably within the financial services industry
• Working knowledge of CRM2
• Completion of the Canadian Securities Course is an asset
• Bilingualism (French/English) is an asset
• A dedication to client service
• Strong organizational skills
• Strong attention to detail and follow-through skills
• Excellent verbal and written communication skills
• Demonstrated pro-activity, initiative, and resourcefulness
• The ability to work independently or effectively within a team
• The ability to manage multiple priorities in a fast- paced environment
• The ability to effectively manage change
• A focus on results
• A sound capacity to assess, develop and monitor complex business processes