Account Transfer Specialist at National Bank

Step into a pivotal role with National Bank as an Account Transfer Specialist. Manage transfers, uphold compliance, and enhance client experiences in a hybrid work environment.

As an Account Transfer Administrator, you will coordinate critical account transfer activities to ensure accuracy and meet regulatory standards. This position requires strong attention to detail and effective communication skills as you liaise with advisors and financial institutions. You will also tackle multiple priorities while driving continuous process improvements within the team.

Key Responsibilities:

• Process incoming and outgoing account transfers efficiently

• Validate and complete ATON and non-ATON requests timely

• Communicate with advisors and internal teams regarding transfers

• Monitor transfer reports and resolve outstanding issues

• Perform quality control on transfer and account documentation

Requirements:

• 1-2 years in account transfers or financial operations

• Strong detail-oriented and organizational skills

• Excellent verbal and written communication abilities

• Familiarity with ATON, CDS, ISM considered an asset

• Flexibility to work overtime when required

Excel in financial operations and facilitate seamless account transfers at National Bank.
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