Accounts Transfer Administrator

PI Financial Corp - Vancouver, BC (4 months ago)

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PI Financial Corp. is an independent, full service investment dealer with offices across Canada. We are looking for an energetic individual with strong organizational skills to join our Account Transfers Team. Reporting to the Operations Manager, the Accounts Transfer Administrator will be responsible for the following:

Process incoming and outgoing transfers accurately within industry standard timelines;
Verify transfer documents are in good order;
Ensure transfer follow-up (if required) as per industry standards;
Receipt and delivery of physical certificates, and;
Cross train on other job functions within the department as needed

Skills & Qualifications:
2 years of relevant experience preferred;
Knowledge of CDS, DTC and Dataphile an asset;
Knowledge of physical securities;
Strong customer service skills, and;
Excellent verbal and written communication skills.

Qualified applicants are invited to submit a resume and covering letter including salary expectations by mail to PI Financial Corp – Careers, 1900 – 666 Burrard Street, Vancouver, BC, V6C 3N1 or email to All applications will be held in strict confidence.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.