We are seeking detail-oriented, highly organized professionals to join a collaborative financial services team in Toronto as an Operations and Transfer Specialist. In this role, you will provide critical operational support, managing client asset transfers from external financial institutions and ensuring all records are updated with high accuracy.
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This position combines active outbound phone communication with backend data management, offering a dynamic and supportive environment with structured onboarding and strong growth potential.
Position Title: Operations & Transfer Specialist
Location: Toronto, ON (77 Bloor Street West)
Work Arrangement: Hybrid (4 days/week onsite, Monday–Thursday)
Job Type: 6-Month Contract (Possibility of extension)
Hours: Monday to Friday, 8:30 AM – 5:00 PM
Pay Rate: $31.85 / hour
Openings: 2 Positions
Advantages
Competitive Compensation: Earn a competitive hourly rate of $42.90/hr.
Comprehensive Training: Full week of dedicated training provided, alongside ongoing peer support and daily team huddles.
Collaborative Culture: Join a close-knit, highly supportive team of 20 operations professionals.
Skill Development: Great opportunity to build experience in wealth management operations and refine technical skills in Excel, macros, and financial ticketing systems.
Responsibilities
Outbound Financial Operations (80%): Conduct professional outbound calls to external financial institutions to initiate, follow up on, and ensure the timely, accurate transfer of client assets into the firm.
System & Data Management (20%): Perform accurate data entry to update tickets, case management software, and imaging systems (such as ISM and Kofax).
Process Tracking: Use Excel spreadsheets and macro-enabled tools to track ongoing transfers and resolve open requests.
Team Collaboration: Participate in daily 15-minute team huddles to review targets, discuss operational deliverables, and align on priorities.
Qualifications
Must-Have Qualifications:
Education: University Degree (Business, Finance, Economics, or related field preferred).
Experience: 1–2 years of operational, financial, or high-volume call handling experience.
Communication Skills: Excellent verbal communication skills for external professional calls, paired with clear written skills for ticket documentation and system notes.
Phone Experience: Demonstrated comfort and professionalism making high-volume phone calls in an office or call center environment.
Technical Skills: Intermediate to advanced Excel skills (must be comfortable navigating complex spreadsheets and learning macro-based tools).
Core Aptitudes: High attention to detail, strong organizational skills, ability to multitask, and a high technical aptitude to pick up proprietary software quickly.
Nice-to-Have Skills:
Previous call center or high-volume phone environment experience.
Prior experience with financial ticketing systems, ISM, EIS, or imaging software (e.g., Kofax).
Hands-on experience working directly with or building Excel macros.
Bilingualism (French and English) is considered a strong asset.
Background in wealth management or Canadian banking operations.
Summary
If you are interested in the Operations and Transfer specialist please apply online today!
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
This posting is for existing and upcoming vacancies.
show more
We are seeking detail-oriented, highly organized professionals to join a collaborative financial services team in Toronto as an Operations and Transfer Specialist. In this role, you will provide critical operational support, managing client asset transfers from external financial institutions and ensuring all records are updated with high accuracy.
This position combines active outbound phone communication with backend data management, offering a dynamic and supportive environment with structured onboarding and strong growth potential.
Position Title: Operations & Transfer Specialist
Location: Toronto, ON (77 Bloor Street West)
Work Arrangement: Hybrid (4 days/week onsite, Monday–Thursday)
Job Type: 6-Month Contract (Possibility of extension)
Hours: Monday to Friday, 8:30 AM – 5:00 PM
Pay Rate: $31.85 / hour
Openings: 2 Positions
Advantages
Competitive Compensation: Earn a competitive hourly rate of $42.90/hr.
Comprehensive Training: Full week of dedicated training provided, alongside ongoing peer support and daily team huddles.
Collaborative Culture: Join a close-knit, highly supportive team of 20 operations professionals.
...
Skill Development: Great opportunity to build experience in wealth management operations and refine technical skills in Excel, macros, and financial ticketing systems.
Responsibilities
Outbound Financial Operations (80%): Conduct professional outbound calls to external financial institutions to initiate, follow up on, and ensure the timely, accurate transfer of client assets into the firm.
System & Data Management (20%): Perform accurate data entry to update tickets, case management software, and imaging systems (such as ISM and Kofax).
Process Tracking: Use Excel spreadsheets and macro-enabled tools to track ongoing transfers and resolve open requests.
Team Collaboration: Participate in daily 15-minute team huddles to review targets, discuss operational deliverables, and align on priorities.
Qualifications
Must-Have Qualifications:
Education: University Degree (Business, Finance, Economics, or related field preferred).
Experience: 1–2 years of operational, financial, or high-volume call handling experience.
Communication Skills: Excellent verbal communication skills for external professional calls, paired with clear written skills for ticket documentation and system notes.
Phone Experience: Demonstrated comfort and professionalism making high-volume phone calls in an office or call center environment.
Technical Skills: Intermediate to advanced Excel skills (must be comfortable navigating complex spreadsheets and learning macro-based tools).
Core Aptitudes: High attention to detail, strong organizational skills, ability to multitask, and a high technical aptitude to pick up proprietary software quickly.
Nice-to-Have Skills:
Previous call center or high-volume phone environment experience.
Prior experience with financial ticketing systems, ISM, EIS, or imaging software (e.g., Kofax).
Hands-on experience working directly with or building Excel macros.
Bilingualism (French and English) is considered a strong asset.
Background in wealth management or Canadian banking operations.
Summary
If you are interested in the Operations and Transfer specialist please apply online today!
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
This posting is for existing and upcoming vacancies.
show more
