Senior Administrator, Client Operations

5700 Yonge St, North York, ON M2M 4G3, Canada

Job Description

Posted Friday, April 11, 2025 at 4:00 AM

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, ThinkInsure, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, insurance, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

What’s in it for you as an employee of QFG?

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

We’re looking for our next Client Operations Administrator. Could It Be You?

The primary role of the Client Operations Administrator is to ensure the timely and accurate processing of client requests and account updates.

The Client Operations Administrator will process client requests and update client accounts in accordance with industry regulations and Questrade’s internal operations procedures, while continually being vigilant of the customer experience.

In this role, responsibilities include but are not limited to:

• Processing client request work queues: Withdrawal funds, Transfer fund, Transfer positions and Exchanging funds according to service level agreements, regulatory requirements and Questrade policies.
• Investigating client queries and responding accordingly while maintaining exceptional levels of client service
• Monitoring and reviewing incoming documentation related to client operations tasks
• Assuring accurate and efficient administration of client cash and account management
• Completing daily processing within departmental standards
• Collaborating with other Questrade departments as required
• Liaising with 3rd party vendors and institutional clients as required
• Assisting in creating and maintaining team policies and procedures
• Other duties as assigned

So are YOU our next Client Operations Administrator? You are if you…

• Are a College or University graduate or equivalent (preferably in administration and/or finance area)
• Have 1+ years of relevant work experience; ideally in the financial services industry
• Have knowledge of G-Suite, especially Google Sheets
• Have excellent communication skills
• Have a positive attitude and strong client orientation
• Have strong organizational and multitasking capabilities
• Have a high level of attention to detail
• Have the ability to work independently in a fast paced environment
• Have a curiosity to learn and understand why and how
• Have the ability to collaborate effectively as a team player
• Have experience working in back-office Operations
• Have experience using Broadridge BPS (this is an asset and preferred)
• Have completed the CSC, CPH, or related courses
• Have analytical and/or reconciliation skills and experience

Sounds like you? Click below to apply!

At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.