Transfer Associate Ventum Financial

Position: Transfer Associate for Ventum Financial
Embark on a rewarding career as a Transfer Associate with Ventum Financial in Vancouver. This detail-oriented position emphasizes processing client transfers and supporting operational tasks within a collaborative environment.

Ventum Financial, one of Canada’s largest independent investment dealers, seeks a motivated Transfer Associate to join its Operations team. Ideal candidates will be detail-driven and organized, eager to learn while thriving in a team-oriented setting. Cross-training opportunities enhance professional growth, ensuring all members contribute to delivering high-quality operations.

Key Responsibilities:

• Process incoming and outgoing account transfers accurately

• Verify client transfer information and maintain documentation

• Respond to status updates from internal teams and clients

• Index and digitize transfer records for compliance audits

• Assist with investigations and special projects as needed

Requirements:

• Minimum 2 years in transfers or operations role

• Familiarity with Fundserv, ATON, and OTC services

• Strong organizational skills with attention to detail

• Excellent communication skills and analytical abilities

• Capability to manage multiple priorities in a team setting

Leverage your operational skills and commitment to accuracy to excel in this dynamic role at Ventum Financial.
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