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- Link: Onboarding Operations Associate from Questrade
- Dates: Until December 31, 2020.
- Job location: Toronto, Canada.
- Job description: Ensure client accounts are correctly funneling through different stages of the account opening life cycle. Ensure proper management and set up of various services available to clients. Review new account documents for completion and accuracy. Process client requests from a range of back office task queues and cases. Conduct pre-authorized deposits (PAD) processing and dividend reinvestment plan (DRIP) processing. Process registered account beneficiary designation requests. Report incoming and outgoing fund transfers to FINTRAC.
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