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Manager, Transfers Processing , Fantastic Benefits/ Comp Package, Bonus, RSP, Gym Membership, Laptop

Toronto, ON M5G2N7

Type: OS - Admin & Corporate Services Job Number: 15227

Manager, Transfers Processing, Fantastic Benefits/ Comp Package, Bonus, RSP, Gym Membership, Laptop +++


Our client is a world class financial services company.  They offer a fantastic work environment and exceptional opportunity for growth and learning.  The role of Manager, Transfers processing requires a strong background in   the investment industry or banking along with supervisory and coaching experience.  In this role you will manage the day to day activities of the Transfer Agent Department who administer and execute all financial and non-financial transactions.  You will develop and maintain controls, oversee process improvements and manage and develop staff.   An important part of this role will be building relationships across the business as well as with our client’ s partners.



  • A strong knowledge of transfer agent operations
  • 3 years’ experience managing supervisors
  • University or College   education
  • CSC or IFIC would be an asset
  • Knowledge and understanding of Clients Service Operations and relevant business policies and procedures
  • Knowledge of mutual funds, including the range of associated services and features. Good understanding of the account types used for holding mutual funds (e.g. RRSP, LIF/RIF/LRIF, RESP, TFSA, non-registered, etc)
  • Knowledge of government, regulatory and compliance policy/rules that govern the business
  • Exceptional problem solving and analytical skills including business knowledge/acumen, budgeting, forecasting and sensitivity analysis
  • Working knowledge of regulatory, federal/provincial government framework and oversight in a financial services environment

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