Transfers Out Administrator
About the role
Overview
Our client, a leading financial services organization, is seeking two Transfer-Out Administrators to join their dynamic team in Winnipeg. This role is ideal for individuals with experience in the financial industry who are passionate about delivering exceptional customer service and ensuring the accurate and timely processing of client asset transfers.
Key Responsibilities
- Process external transfer-out requests involving client assets, cash, and/or securities to other financial institutions.
- Complete sells or in-kind transfers in accordance with regulatory and procedural requirements.
- Review and validate all transfer documentation prior to submission via NON-Aton or Aton processes.
- Accurately input data into Fundserv and other internal systems.
- Extract and analyze data from exception reports to identify and resolve discrepancies.
- Collaborate with internal teams to meet productivity and quality objectives aligned with service level agreements.
- Support additional departmental tasks as needed to achieve team goals.
Must-Have Qualifications
- Minimum 1 year of experience in the financial industry.
- Strong administrative/ data entry skills with a passion for delivering high-quality.
- Excellent verbal and written communication skills in English.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
Nice-to-Have Skills
- Experience with Fundserv, TreX, and RBroker systems.
- Bilingual in French (additional compensation may be offered).
- Post-secondary education in Business Administration or a related field.
- Previous experience with transfer-out processes.
Why Join ?
This is an opportunity to work with one of Canada’s most respected financial organizations, known for its commitment to personalized client service and long-standing industry leadership. You’ll be part of a collaborative team where your contributions are valued and your professional growth is supported.
Pay And Benefits
The pay range for this position is $22.00 - $23.00/hr.
Workplace Type
This is a hybrid position in Winnipeg,MB.
À propos de TEKsystems et TEKsystems Global Services
Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l’entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d’Allegis Group. Découvrez d’autres informations à TEKsystems.com.
About TEKsystems And TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems
We’re TEKsystems. We accelerate business transformation by solving complex technology, business and talent challenges—across the globe. We partner with 80% of the Fortune 500 to create solutions that enable them to capitalize on change. TEKsystems is an Allegis Group company.
Transfers Out Administrator
About the role
Overview
Our client, a leading financial services organization, is seeking two Transfer-Out Administrators to join their dynamic team in Winnipeg. This role is ideal for individuals with experience in the financial industry who are passionate about delivering exceptional customer service and ensuring the accurate and timely processing of client asset transfers.
Key Responsibilities
- Process external transfer-out requests involving client assets, cash, and/or securities to other financial institutions.
- Complete sells or in-kind transfers in accordance with regulatory and procedural requirements.
- Review and validate all transfer documentation prior to submission via NON-Aton or Aton processes.
- Accurately input data into Fundserv and other internal systems.
- Extract and analyze data from exception reports to identify and resolve discrepancies.
- Collaborate with internal teams to meet productivity and quality objectives aligned with service level agreements.
- Support additional departmental tasks as needed to achieve team goals.
Must-Have Qualifications
- Minimum 1 year of experience in the financial industry.
- Strong administrative/ data entry skills with a passion for delivering high-quality.
- Excellent verbal and written communication skills in English.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
Nice-to-Have Skills
- Experience with Fundserv, TreX, and RBroker systems.
- Bilingual in French (additional compensation may be offered).
- Post-secondary education in Business Administration or a related field.
- Previous experience with transfer-out processes.
Why Join ?
This is an opportunity to work with one of Canada’s most respected financial organizations, known for its commitment to personalized client service and long-standing industry leadership. You’ll be part of a collaborative team where your contributions are valued and your professional growth is supported.
Pay And Benefits
The pay range for this position is $22.00 - $23.00/hr.
Workplace Type
This is a hybrid position in Winnipeg,MB.
À propos de TEKsystems et TEKsystems Global Services
Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l’entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d’Allegis Group. Découvrez d’autres informations à TEKsystems.com.
About TEKsystems And TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems
We’re TEKsystems. We accelerate business transformation by solving complex technology, business and talent challenges—across the globe. We partner with 80% of the Fortune 500 to create solutions that enable them to capitalize on change. TEKsystems is an Allegis Group company.