Product administration technician supporting Desjardins financial products and member accounts. Providing technical analysis, operational support, and implementation assistance for products and tools.
About the role
- Account Transfer Administrator processing ATON and non-ATON transfers for iA Private Wealth. Managing documentation, reconciliations, reporting, and client communications.
Responsibilities
- Receive and process incoming and outgoing transfer documentation
- Perform quality control, initiate, follow up on and complete ATON and non-ATON transfers
- Maintain departmental service level agreements and adhere to applicable regulatory requirements
- Communicate with clients, partners and operational teams
- Follow up on outstanding transfers, process rejected transfers and resolve pending files
- Review daily and weekly incoming and outgoing transfer reports
- Perform quality control of transfer documentation, cheque deposits, control account reconciliations and mutual fund bookings
- Open and distribute department mail, answer the department phone line and administer the department mailbox
Requirements
- Strong written and verbal communication skills
- Courteous and dynamic client service approach
- Strong organization and attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- 1 to 2 years of account transfer experience
- Basic knowledge of ISM, ATON and CDS, considered an asset
- Fundcom knowledge, considered an asset
- Advanced level of English proficiency is required
- Ability to communicate daily, verbally and in writing, with English-speaking unilingual clients and partners
Benefits
- A work environment where learning and development merge with a collective pursuit of excellence
- AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth
- A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed
- The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces
- Flexible group insurance plans
- Competitive retirement savings plan
- Employee share purchase plan
- Vacation program, wellness days, and personal development days
- Telemedicine services
- Employee and Family Assistance Program (EFAP)
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
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Degree requirement
No Education Requirement
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