🎁 Questrade | Institutional Sales Administrator


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  • Link: Institutional Sales Administrator from Questrade

  • Dates: All year 2019.
  • Job location: Toronto, Canada.
  • Job description: Coordinate with Institutional Partners/Dealers to onboard new clients. Act as an expert in the account opening process teaming up with Back Office to complete new accounts and account transfers, answer ad hoc requests. Liaise with Finance and Compliance. Create and provide information about institutional billing reports. Make outbound calls and emails to follow up with new clients. Assist New Accounts Specialists during the on-boarding process, ensure accurate completion of client onboarding documentations.