Job opportunity
Client Onboarding & Transfers Specialist
AGF Capital Partners
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.
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Apply on source site 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.
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