At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:

Putting people first and building relationships with intention
Seeking out and embracing new ideas
Believing that how we do things is as important as what we do

Roles Specifications

Location: Vancouver, BC

Target hire salary range: $48,600 - $56,700

Everyday flexibility. On-site requirements. Collaborative connections.

Note: The external title has been changed to align with industry standards. The internal job title will be: “Trust Services Officer”

CWB Trust Services

Delivering value through personalized solutions and responsive custody and trust expertise. Helping our clients by taking care of our clients’ money. We keep it safe and secure to ensure they can obtain their financial goals.

Trust your finance career to CWB

The overwhelming majority of our employees say CWB is a Great Place to Work®

We’re different from other employers in the way we engage our employees - caring, responsive, and armed with an obsession for growing talent. Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.

Our employees love CWB. You’ll love it here too.

The opportunity

In the role of a Transfers Specialist, you will play a pivotal role in facilitating seamless and secure financial and non-financial transactions for registered plans (RRSP/RRIF/TFSA/Pensions). Your responsibilities will include managing the transfer process and account maintenance, while ensuring compliance with regulations, and collaborating with various stakeholders to deliver exceptional service. Trust us – it’s more exciting than it sounds. There is no better training ground for a career in the financial industry. This role will report to the Manager, Trust Services.

What You’ll Be Doing

Processing transfer requests in accordance with service level agreements, ensuring timely completion and adherence to established policies and procedures.
Monitor the transfers mailbox and efficiently handle incoming mail, promptly initiating new manual, Fundserv, and ATON transfers. Receive and respond to day-to-day inquiries/requests and escalate where necessary.
Act as an expert in all transfer related processes, offering operational assistance to external institutions and providing direct support to the CWB branch network to enhance the customer experience and deliver “best in class” service.
Tracking and monitoring the status of all transfers, and following up through phone, fax, or email on all outstanding incoming transfers to ensure a timely completion.
Proactively address potential procedure enhancements and best practices, sharing with leaders and peers.

Who we’re looking for & what you’ve done

Core knowledge requirements

Minimum of 1 year experience in a back office administration at a financial securities firm
Intermediate MS Office skills (Word, Excel & Outlook)

Skills To Take You Further

Extremely detail oriented and accurate, with excellent organizational and multi-tasking skills to meet required deadlines daily.
Ability to work under high pressure and meet strict deadlines in a busy and fast-paced environment.
Strong problem-solving skills.
Strong team player in the department and across departments, with a desire and the initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in Operations.
Fluent verbal and written communication skills in English are required and bilingual skills in French are welcomed.
Customer service orientated with professional telephone manner
Willingness to adapt to changing processes and industry regulations

Why work with us?

Your success is our obsession! And our award-winning culture & benefits back it up.

Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterston Human Capital’s Most Admired Corporate Culture 2023.

Wellness matters. We offer an award-winning benefits package that includes:

Hybrid work environments
Everyday flexibility
Generous company-funded health coverage
Health care spending account
A flexible wellness program
generous time-away options to unplug, rest & recover

Career development. We commit to our employees’ development and help them reach their professional goals with:

Organization wide coaching services
Mentorship
Education support & training programs

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.

IND-JA

As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.

Closing Date

Position closes at 12:01am on the close date identified below.

05/20/2024

CWB Trust Services

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Transfers Specialist