AGF Capital Partners in Vancouver seeks a New Accounts & Transfers Administrator to provide exceptional onboarding for new clients and to process accounts and transfers from start to finish.
You will work with two administrators to ensure smooth onboarding, monitor transfers with custodians, and manage DocuSign envelopes, while maintaining accurate data across custodial platforms and Harmony.
Client Onboarding & Transfers Specialist in Vancouver employer: AGF Capital Partners
AGF Management Limited is an exceptional employer that fosters a collaborative and inclusive work culture, particularly within its Calgary office. Employees benefit from a hybrid work environment, opportunities for professional growth in the dynamic field of wealth solutions, and the chance to engage with a diverse range of alternative investment strategies. With a commitment to employee development and a focus on teamwork, AGF provides a rewarding atmosphere for those looking to make a meaningful impact in the financial services industry.
