Work In Tech

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

We’re looking for our next Account Services Operations Administrator. Could It Be You?

The Account Services Operations Administrator will primarily be responsible for ensuring client accounts are correctly funneling through the different stages of the account opening life cycle, ensuring proper management of various incoming documentation and deposit information, while updating and maintaining accurate source systems data.

Need more details? Keep reading…

In this role, you will:

• Review account documents for completion and accuracy while following regulatory and Questrade policies and procedures;
• Process client requests from a range of task queues;
• Pre-authorized deposit (PAD) validations;
• Dividend reinvestment plan (DRIP) setups and updates;
• Distribution of incoming faxes to the appropriate departments;
• Validate and approve beneficiary designation requests;
• Authorized trader maintenance;
• Communicate with other departments to ensure timely and efficient operations;
• Provide support for a variety of Questrade teams to support our clients requests;
• Other ad hoc duties as assigned.

So are YOU our next Account Services Operations Administrator? You are if you have…

• 1+ years of relevant work experience preferred, ideally in the financial services industry;
• Experience working in operations or account services department is an asset;
• Knowledge of G-Suite preferred, especially Google Sheets;
• Excellent communication skills;
• Positive attitude and strong client orientation;
• Strong organizational and multitasking capabilities;
• High level of attention to detail;
• Ability to work independently in a fast paced environment;
• Curiosity to learn and understand why and how;
• Ability to collaborate effectively as a team player;
• College or University graduate or equivalent is preferred (preferably in administration and/or finance area);
• Experience using Broadridge BPS is an asset and preferred.

Sounds like you? Click below to apply!

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