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Senior Transfer Analyst

FNZ Toronto, Canada
Posted 1 month ago Permanent Competitive
Who we are:

FNZ Group is an established and rapidly growing company in the financial technology sector. We partner with the entire industry to make wealth management accessible to more people. Today, we partner with over 650 financial institutions and 8,000 wealth management firms, enabling over 20 million people across all wealth segments to invest in the things they care the most about, on their own terms. We have over 20+ offices globally with 4500 employees (and growing!).

To learn more about us and our journey, check out our careers site .

What does a Transfers Analyst do:

This Transfers Analyst is a part of our Operations Team in Toronto. They are proactive self-starters who work to resolve problems. They have exemplary attention to detail skills and are excellent communicator especially with their peers, management and external parties. This Transfers Analyst is a team player, as they work seamlessly within our direct team and across the wider global Investment Operations and FNZ family.

The Transfer Analyst will be responsible for the management of assets transferring on and off the FNZ platform. They will also be responsible but not limited to:

  • Manage all Transfer processes efficiently and accurately via both electronic and paper processing.

  • Ensuring all Transfer processes meet regulatory and industry standards.

  • Liaise with other Operational Teams in order to complete tasks and resolve any issues.

  • Assist other team members with issues as and when required.

  • Review and enhance operational processes on a regular basis.

  • Maintain and create Transfer procedures.

  • Interact with clients on a weekly basis.

  • Actively manage and reduce any outstanding client queries and issues.

  • Monitor and action Fund Manager Reports daily.

  • Work closely with Business Risk Champions and Senior Analysts to identify and manage operational risk.


Who we are looking for:

  • At least 3 years of experience within the Wealth Management, platform, banking or other relevant industry.

  • Able to demonstrate knowledge of US and Canada regulations.

  • Degree in relevant field.

  • Experience in using Excel for data analysis.

  • Able to demonstrate understanding of US and Canada regulations.

  • Experience of delivering an excellent level of service to customers - e.g., in a retail or contact centre environment

  • Experience in using Excel for data analysis


What we offer:

  • A competitive base salary, uncapped bonus, and paid time off.

  • FNZ will match pension plan contributions at 150%,up to 4% total Employee Contribution.

  • Employer paid medical, dental and vision insurance, and more.

  • A twelve-week top-up of 100% of earnings for all employees while on parental leave.

  • Flexibility in working hoursfor better work-life balance.

  • Fulfilling mentor and leadership opportunities.

  • Working with purpose and making an impact together.

  • A positive work environment with a sense of purpose to share knowledge and skills amongst other colleagues.


Sounds like you? Join the FNZ journey and apply today!


  • Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world's largest companies.

  • FNZ is a place where we celebrate achievements, support new challenges, and provide opportunities to fulfil ambitions.


At FNZ, we recognize that diversity, equity and inclusion are important factors contributing to our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner without regard to gender, ethnicity/race, faith, age, nationality, gender identity, sexual orientation, marital status, socio-economic background, disability or military veteran status where all applicants and employees are valued and respected.

In addition, we want to ensure accessibility needs are well supported, if you require specific support, please advise us.
Job ID  REQ-07654
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