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About the Role
Join a dynamic team at one of Canada's largest banking institutions within their Wealth Management Operations group. The team facilitates the swift and efficient transfer of assets for high net worth clients between financial institutions across Canada. Responsibilities include data entry, transfer processing, and prioritizing branch inquiries for both registered and non-registered products.
Responsibilities
- Process incoming and outgoing transfers of assets for high net worth clients between financial institutions across Canada, ensuring each request is completed accurately and on time
- Handle transfers for registered products (such as RRSP, RRIF, TFSA, RESP, FHSA, LIRA, and LIF) and non-registered products (such as cash, margin, and investment accounts)
- Review transfer authorization forms, client statements, and supporting documents to confirm that client names, account numbers, account types, registration details, and transfer instructions are complete and consistent
- Set up and initiate transfer requests in internal systems and industry transfer platforms, including the CDS Account Transfer Online Notification (ATON) service, in line with established procedures
- Perform accurate, high-volume data entry to create, update, and maintain transfer records across multiple systems and screens
- Monitor pending transfers and review account activity to confirm expected assets, securities, cash, or cheques have been received and posted to the correct account
- Distinguish transfer-related entries from unrelated account activity such as dividends, deposits, withdrawals, and fees
- Prioritize and respond to inquiries from branches, Investment Advisors, and internal partners regarding transfer status, documentation requirements, and processing timelines
- Collaborate with team members, leadership, and internal and external business partners to resolve issues efficiently and according to industry standards
Requirements
- Completed post-secondary education in Economics, Finance, Business Administration, or a related field
- Strong written and verbal communication skills, with a genuine eagerness to learn
- Strong critical thinking skills and the ability to spot missing, inconsistent, or inaccurate information
- Tech savvy, with the ability to navigate multiple systems and screens at the same time
- Some previous work experience, ideally in an administrative, customer service, banking, or operations setting
Skills
- Data entry
- Transfer processing
- Prioritizing branch inquiries
- Registered and non-registered product transfers
- Reviewing transfer authorization forms
- Client statement review
- Supporting document review
- Initiating transfer requests
- CDS Account Transfer Online Notification (ATON) service
- High-volume data entry
- Monitoring pending transfers
- Account activity review
- Distinguishing transfer-related entries
- Responding to inquiries
- Collaboration
- Issue resolution
- Communication skills
- Critical thinking
- Tech savvy
- System navigation
Location
- Toronto, ON
Work Type
- Contract to Hire
- Hybrid
Experience Level
- Some previous work experience
Education Level
- Post-secondary education in Economics, Finance, Business Administration, or a related field
Salary/Compensations
- $22.00 - $22.00/hr
About the Company
- TEKsystems and TEKsystems Global Services are leading providers of business and technology services, accelerating business transformation for customers. With expertise in strategy, design, execution, and operations, they unlock business value through a range of solutions. They are a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe, and Asia. They are strategic thinkers and hands-on collaborators, helping customers capitalize on change and master the momentum of technology. They are building tomorrow by delivering business outcomes and making positive impacts in their global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies.
Equal Opportunity
- The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
- Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
- We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.