Location: Toronto, ON (Hybrid: 1 day/week onsite)
Hours: 8:30am - 5:00pm
Type: Contract
Our client, a leader in the financial services industry, is seeking an Account Transfers Representative to join their team in Toronto. This hybrid position offers an exciting opportunity to contribute to a fast-paced and collaborative environment while supporting a diverse customer portfolio.
In this role, you’ll manage asset transfers, review and validate documentation, and coordinate with financial institutions to ensure seamless processing while keeping clients informed. You will also investigate transfer rejections, communicate any issues to clients for resolution, and reconcile daily Account Transfer controls.

QUALIFICATIONS AND SKILLS

• Degree or diploma in Finance, Economics, Commerce, Business Administration, or a related field.
• 1–2+ years of experience in financial services, banking, or a similar role.
• A strong understanding of the transfer process (ATON and non-ATON transfers)
• Advanced Microsoft Excel skills.
• Exceptional communication skills, both written and verbal.
• Proactive, detail-oriented, and passionate about delivering exceptional customer experiences.
  

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Job Types: Full-time, Fixed term contract
Pay: $50,000.00-$53,000.00 per year

Application question(s):

• Do you have experience transferring funds into various investment accounts?

Work Location: In perso

• Deliver outstanding service to investment advisors, brokerage firms, investors, and internal support teams.
• Process account transfers, including all relevant documentation, and handle related inquiries with professionalism and accuracy.
• Address questions about investment strategies, products, and services.
• Collaborate with internal teams to resolve client requests efficiently and effectively.
• Reconcile account transfer control accounts daily and escalate discrepancies as needed.
• Represent the company with professionalism, ensuring clear and precise communication.
• Perform additional related duties, as required.