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Account Transitions Coordinator

Nouveau
  • Lieu
    Toronto, Ontario
  • Salaire
    32,53 $/Heure
  • Type d'emploi
    Contrat temporaire
  • Catégorie
    Comptabilité et finance - Opérations – secteur bancaire

Adecco is currently seeking a skilled Account Transitions Coordinator to join our client’s team in Toronto, ON. This is a 12-month contract position with a competitive hourly rate of $32.53 CAD/hour. The successful candidate will be instrumental in facilitating timely and accurate account transitions while delivering an exceptional client experience.

  • Pay rate: $32.53/hour.
  • Location: Toronto, ON | Hybrid – 3-4 days in office
  • Shifts: Monday-Friday 9:00am-5:30pm
  • Job type: 12-month contract | Full-time
Here’s why you should apply:
  • Hires fast, pays weekly.
  • 4% vacation pay paid out on each weekly pay cheque.
  • Medical and dental benefits once qualified.
  • Free training programs
  • New and quicker onboarding process
Responsibilities:
  • Managing transition mailboxes and initiating or investigating transfers within the 24-hour SLA.
  • Communicating with clients when submissions are NIGO (Not In Good Order), and updating memo accounts accordingly.
  • Contacting relinquishing institutions (up to 75 calls/emails daily) to investigate and follow up on transfer statuses.
  • Reviewing and resubmitting rejected transfers.
  • Processing journals for both cash and securities.
  • Regular interaction with clients to resolve transition-related issues.
  • Enhancing the client experience by identifying process improvements and promoting digital adoption.
  • Creating both scheduled and ad-hoc reporting for internal and external use.
  • Collaborating with internal partners and participating in process documentation and updates.
  • Meeting with clients to clarify transfer processes and requirements.
  • Identifying trends related to initiations, rejections, and asset movements.
  • Occasional overtime during high-volume periods.
Requirements:
  • Must be legally eligible to work and reside in Canada.
  • Post-secondary education with 2–3 years of relevant experience.
  • Proficient with Microsoft Office (Excel, Word, PowerPoint) and Outlook.
  • Excellent verbal and written communication skills.
  • Strong attention to detail and ability to manage multiple priorities.
  • Experience with IBM-OSS, AS400, CDS/ARROW, and FUNDSERV is considered an asset.
  • Collaborative team player with strong organizational skills and a customer-first mindset.
  • Bilingual in English and French would be an asset.
  • Completion of the Canadian Securities Course (CSC) would be an asset.
Apply now to this Account Transitions Coordinator job in Toronto, ON for immediate employment consideration. Our dynamic team of recruiters will reach out if you qualify for this role.

To find out more about Adecco Perks and what we can do for you please visit the link here: https://www.adecco.com/en-ca/job-seekers/benefits

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Reference CA_EN_1_026699_2394661

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