Job Description

Job Description

Location: Toronto, ON (Hybrid: 1 day/week onsite)
Hours: 8:30am - 5:00pm
Type: Contract (Until Dec. 2025)

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.

Roles and Responsibilities

  • Deliver outstanding service to investment advisors, brokerage firms, investors, and internal support teams.
  • Process account trans...

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