Account Transfer Administrator Jobs in Manitoba

Excellent communication skills, experience with taking client/customer phone calls

Industry Banking/Financial Institution experience and business function knowledge an asset

Account transfer knowledge/experience an asset

1-4 years administrative/customer service-related experience

Account Transfer Administrator - Banking/Document Verification – Mandatory Skills

Account Transfer Administrator - Banking/Document Verification – Preferred Skills

2+ years people management experience

Responsible for the effective management of the team and all associated HR Policies, performance and career developments.

Bachelor’s degree in Finance and/or Business related area or relevant working experience (2+ years of experience)

Good working knowledge (2+ years) of AML and regulations impacting the industry

Knowledge of Transfer Agency policies and procedures and the use of ISS (AIS’s Enterprise wide Investor Services System)

4+ years Fund Administration experience

Experience in Client Relationship Management is essential for this role.

Third level qualification and/or 2 years level experience in financial services industry

Actively manage day to day relationship with the clients, escalating issues to their Manager when required.

Proactively identify gaps in internal key controls and work with wider TA manager/director group to close gaps.

Strong funds servicing operational knowledge, client servicing, process improvement and project delivery.

Ability to communicate clearly with colleagues and managers.

Strong project management skills & multi-tasker; ability to pivot from one issue to another.

Excellent interpersonal and client management skills.

Working closely with internal business partners and outsourced vendors to support crisis management and escalation resolution.

Provides support to internal groups in escalation management and resolution.

Exceptional analytical and problem-solving skills.

Excellent written and verbal communication skills.