Transfer Agent

  • Location
    Calgary, Alberta
  • Salary
  • Job type
  • Category
    Call centre & customer service - Customer Service

Job Description

The role of a Transfer Specialist (8 month contract) is to ensure that excellent customer service is provided to all shareholders and clients through the up-front review and validation and the continued processing or rejection of operational documents for all incoming transactional issuer requests.


  • Provide service that is based on a full understanding of the client's requests. It is critical to meet those needs with timely as well as accurate advice or service.
  • Review and verify accuracy and completeness of source documents for processing following existing business rules with minimum supervision.
  • Ensure that volumes are dealt with by assisting the Team Leader in monitoring and tracking outstanding items.
  • Identify source documents that are incomplete or have irregularities.
  • Adhere to assigned schedules and standard times.
  • Required Skills:

  • Must be able to read material requiring an understanding of content in instructions and procedure manuals.
  • Must be able to write or modify the text to accurately communicate to others using precise language to avoid misunderstanding of information.
  • Must be able to verbally communicate sometimes advanced levels of information with a considerable need for explanation or description. It is vital that this explanation or description be precise to avoid misunderstanding complex information.
  • Perform alternation or rotating shift work as required.
  • Strong organizational skills and detail-oriented.
  • If you want to be part of our leading brand, please apply for this position by clicking on the "Apply" button and following the application process.



    • Apply with Adecco

    Reference number CA_EN_1_020570_1628584

    Accommodation will be provided in all parts of the hiring process as required under Adecco’s Employment Accommodation policy. Applicants will need to make their needs known in advance to their Adecco representative.

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