Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail banking.

Introduction

Robertson is seeking a skilled Accountant III to join our client in support of an existing vacancy.

Contract Period: 6 months with potential to extend

Pay Rate: Starting from $28 per hour

Location : Toronto, ON

Location Type: Hybrid

Business Hours: Monday-Friday, 8:30 AM – 5:00 PM

Job Responsibilities:

- Making outbound calls to financial institutions and updating internal systems
- 80% of functions will include candidates conducting outbound calls
- Responsible for the timely and accurate follow up of client transfers from other financial institutions into Wealth
- 20% of functions will include data entry functions, i.e. updating in house systems and working closely on ISM, Kofax (Imaging system) and in house Case Management software

Experience & Qualification Requirements:

- University graduate degree required
- 1-2 years of Operations experience
- Excellent verbal and written communication skills for when candidates are updating tickets and carrying out data entry duties
- Professional and interpersonal skills - for making phone calls (phone experience is a strong must have skill required for the role)
- Attention to detail
- Multi-tasking skills
- High Technical Aptitude
- Solid Excel - need good understanding of using excel spreadsheets (will be using spreadsheets with macros,



need to have strong technical skills to be able to pick up on learning macros during training)
- Call center experience
- Previous wealth experience
- Previous experience with ISM, EIS, Ticketing
- Banking experience
- Bilingual - French and English
- Experience with macros is a huge plus

How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply. Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team.

Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors.

We champion building a diverse and inclusive workplace.

📌 Accountant III (Toronto)
🏢 Robertson u0026 Company
📍 Toronto