The successful Transfer & Client Service Administrator supports both transfer operations and client servicing, ensuring accurate processing and strong communication across client and advisor interactions.
Background checks: Criminal, credit check and 2 supervisory references required.
Ability to start ASAP
Advantages
...
• Competitive temporary pay rate of $25 per hour for a specialized role
• Located inToronto, ON offering a valuable opportunity in a major Canadian financial hub.
• Opportunity to gain specialized back-office experience with key financial accounts (RRSP, TFSA, RRIF, etc.).
• Work within a supportive and collaborative team environment focused on high performance.
• Exposure to industry-specific systems like Dataphile, Fundserve, CDS, A$M, and ATON (experience with these is a strong asset).
Responsibilities
Process transfer-in/out requests, monitor the transfers mailbox, initiate transfers, and follow up on outstanding items.
Respond to transfer-related inquiries and provide operational support to external institutions.
Review applications for NIGOs and communicate required corrections to clients.
Handle GIC order entry (post2 PM) and update accordingly.
Communicate estate requirements to clients and assist with document collection.
Maintain accurate client records and support general client service inquiries professionally.
Prepare, file, and organize documents; support special projects as needed.
Qualifications
1–2 years of backoffice experience in financial or investment services.
Strong attention to detail, accuracy, and ability to manage multiple tasks under deadlines.
Clear communication skills and a client first mindset.
Proficiency with MS Office; knowledge of Dataphile an asset.
Summary
This Transfer and Client Services position in Toronto is an exciting temporary opportunity to leverage your back-office experience and skills. If you are a dedicated, detail-oriented professional looking to make a significant impact during the critical RRSP season and potentially secure a long-term role in the financial services industry, we want to hear from you. Randstad is the global leader in talent solutions, and our expert recruiters are ready to guide you to your next career success.
Don't wait to apply for this Transfer and Client Services role in Toronto! If this specific opening isn't the perfect fit, reach out to our specialized recruiters for more job openings—we're constantly connecting top talent with rewarding careers.
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
The successful Transfer & Client Service Administrator supports both transfer operations and client servicing, ensuring accurate processing and strong communication across client and advisor interactions.
Background checks: Criminal, credit check and 2 supervisory references required.
Ability to start ASAP
Advantages
• Competitive temporary pay rate of $25 per hour for a specialized role
• Located inToronto, ON offering a valuable opportunity in a major Canadian financial hub.
• Opportunity to gain specialized back-office experience with key financial accounts (RRSP, TFSA, RRIF, etc.).
• Work within a supportive and collaborative team environment focused on high performance.
• Exposure to industry-specific systems like Dataphile, Fundserve, CDS, A$M, and ATON (experience with these is a strong asset).
Responsibilities
Process transfer-in/out requests, monitor the transfers mailbox, initiate transfers, and follow up on outstanding items.
Respond to transfer-related inquiries and provide operational support to external institutions.
Review applications for NIGOs and communicate required corrections to clients.
...
Handle GIC order entry (post2 PM) and update accordingly.
Communicate estate requirements to clients and assist with document collection.
Maintain accurate client records and support general client service inquiries professionally.
Prepare, file, and organize documents; support special projects as needed.
Qualifications
1–2 years of backoffice experience in financial or investment services.
Strong attention to detail, accuracy, and ability to manage multiple tasks under deadlines.
Clear communication skills and a client first mindset.
Proficiency with MS Office; knowledge of Dataphile an asset.
Summary
This Transfer and Client Services position in Toronto is an exciting temporary opportunity to leverage your back-office experience and skills. If you are a dedicated, detail-oriented professional looking to make a significant impact during the critical RRSP season and potentially secure a long-term role in the financial services industry, we want to hear from you. Randstad is the global leader in talent solutions, and our expert recruiters are ready to guide you to your next career success.
Don't wait to apply for this Transfer and Client Services role in Toronto! If this specific opening isn't the perfect fit, reach out to our specialized recruiters for more job openings—we're constantly connecting top talent with rewarding careers.
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
