TEKsystems Looking for Transfer Admin at Toronto, Ontario, Canada Full Time

Nature of the Role and Contribution

The successful candidate reports to the Manager, Account Transition Services. The candidate will be responsible for reviewing, analyzing and making decisions on complex account opening documentation and supplementary forms, including, but not limited to QI/FATCA documentation, Formal/Informal Trust Documentation, RESPs, etc. Review, in meticulous detail, is required for all submissions to ensure all accounts are approved or declined within a set service level agreement (SLA). The candidate will be responsible for managing the Account Review process for all Portfolio Managers custodied at the bank including Elite Clients.

The candidate must be able to use sound judgement when reviewing documentation that requires complexities to prioritized and considered in conjunction with regulatory and business requirements. Identifying submission trends is key to proactively correct submission errors and enhance the user experience. Additionally, the candidate must have the ability to clearly and confidently articulate complex scenarios via email, over the phone and during regular touchpoints with Elite Clients.

A successful candidate must understand how they complete their work, i.e., attitude, behavior, disposition, and teamwork are just as important as daily production.

Responsibilities

Meticulous attention to detail when reviewing account documentation and supplementary forms

Manage Mailbox communication and investigate queries in a timely manner to meet SLA

Screening Corporate and Individual profiles

Communication with internal partners and Networks must include access to self-serve links to drive digital adoption and learning behaviors.

Communicate deficiencies, rejects and next steps with Networks indicating deficiencies with clarity and precision

Collaborate with various partners to share best practices

Build relationships with operational support teams to understand how the functions impacts the business

Be a source of knowledge to Networks and internal partners for all matters impacting account review

Support Account Transition Services coordinators with subject matter expertise

Review accounts that are subject to restriction and communicate/coordinate next steps

Enhance the client experience by creating efficiencies to exceed expectations, seek process improvements

Generate scheduled and ad-hoc reporting for internal and external requirements

Master the Digital Account Opening experience offered by the organization

Draft and/or update existing user guides as required

Overtime required during high volume periods

Additional Skills & Qualifications

• Experience with strong service acumen
• 2-3 years of experience within financial services, back office, or Exposure/ understanding of wealth products
• Proficient with Outlook, Microsoft office (Excel, Word, PowerPoint)

Nice To Have

• Knowledge of IBM-OSS & AS400 CDS/ARROW and FUNDSERV would be an asset
• Self starter requiring limited supervision that acts as a resource to colleagues within the organization.
• Be adaptable in a fast-paced, deadline-driven multi-faceted environment.
• Proficient with Outlook, Microsoft office (Excel, Word, PowerPoint).
• Experience with VBA Scripts and Macros is preferred.
• Completion of the Canadian Securities Course (CSC) Certification
• Options Licensing Course (OLC) or Options Supervisors Course (OPSC)Options Licensing Course (OLC) or Options Supervisors Course (OPSC)

À Propos De TEKsystems

Nous sommes partenaires dans la transformation. Nous aidons les clients à activer des idées et des solutions afin de profiter d’un nouveau monde d’opportunités. Nous sommes une équipe solide de 80 000 personnes, nous travaillons avec plus de 6 000 clients, dont 80 % faisant partie du Fortune 500, partout en Amérique du Nord, en Europe et en Asie. En tant que chefs de file de l’industrie des services technologiques complets, des services aux talents et des applications du monde réel, nous travaillons avec des leaders progressistes pour favoriser le changement. C’est le pouvoir d’un vrai partenariat. TEKsystems est une société du groupe Allegis.

About TEKsystems

We’re partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That’s the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.