Transfers Associate

Ventum Financial Corp. • Vancouver, BC

2d • CA$60,000 - CA$65,000 • Onsite

About The Position

Ventum Financial is seeking a detail-oriented and motivated Transfer Associate to join our Operations team in Vancouver. Reporting to the Team Lead, this role is primarily responsible for processing incoming and outgoing account transfers along with other operational tasks. The ideal candidate must work well in a team environment, be eager to learn, highly organized, and committed to accuracy. At the core of our staffing philosophy is a commitment to collaboration, continuous learning, and flexibility. We encourage a “work floater” mindset, where the team members are cross-trained across multiple functions and empowered to support other teams during peak volumes or when additional help is needed. This approach fosters a dynamic and resilient work environment, promotes professional growth, and ensures we consistently deliver high-quality service across all areas of our operations.

Requirements

• 2 years of experience in transfers, operations, or a similar financial services role.
• Strong organization and with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to analyze data and drive performance improvements using metrics and insights.
• Ability to handle multiple priorities in a fast-paced environment.
• Ability to work independently as well as collaboratively within a team environment.
• Exercise tact and discretion in the handling of confidential information.

Nice To Haves

• Familiarity with Fundserv, ATON, and OTC money/security movement a strong asset.
• Thrive in a team-orientated environment.
• Be eager to learn and take on new challenges.
• Be open to cross-training and supporting other operational roles as needed.

Responsibilities

• Submit, monitor, and process "Transfer In" and "Transfer Out" requests manually, via Automated Transfer Online Notification (ATON) and Fundserv.
• Verify incoming/outgoing client account transfer information and forms are complete and accurate.
• Maintain operational adherence to regulatory time frames, and immediate resolution of processing impediments.
• Index and digitize completed transfer records into the firm's document management system for compliance auditing.
• Respond to status update requests from firms, Investment Advisors, Sales Assistants, and client service teams.
• Organize, communicate and co-ordinate deliveries of physical securities.
• Investigate escalations and assist with special projects as required.

Benefits

• Commitment to collaboration, continuous learning, and flexibility.
• Cross-training across multiple functions.
• Support during peak volumes or when additional help is needed.
• Dynamic and resilient work environment.
• Professional growth opportunities.
• High-quality service delivery.
• Fostering an inclusive, accessible environment where all employees and customers feel valued, respected and supported.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed