Administrator, Account Transfers (Olivos)

What’s in it for you as an employee of QFG?
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Work-life balance
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative environment

Responsibilities
- The Administrator, Account Transfers will be expected to ensure the timely and accurate processing of all Broker to Broker investment account transfers, as requested by Questrade clients.
- The Administrator is a critical member of our Back-Office Operations team. This role is responsible for the accurate and timely execution of broker-to-broker investment account transfer requests, ensuring compliance with industry regulations and internal policies.
- The Administrator will handle the end-to-end processing lifecycle of investment account transfers between Questrade and other Financial institutions, from initial submission to final asset reconciliation, directly contributing to a seamless experience for our clients.
- They will collaborate and communicate internally and externally to deliver fast, efficient and accurate details on account transfers, while ensuring regulatory compliance standards are maintained.
- Review, validate, and process incoming and outgoing client account transfer requests with a high degree of accuracy and attention to detail, and in line with regulatory requirements and Questrades policies.
- Review and distribute incoming transfers documents and other materials to coordinate the flow of information internally and with other departments and organizations.
- Input and verify data in core brokerage systems and industry platforms.
- Identify and resolve common transfer discrepancies, such as insufficient documentation, registration mismatches, or invalid account types.
- Proactively follow up with internal departments, external brokerag Postúlate en Kit Empleo: kitempleo.com.ar/empleo/pmdfh