Duration: 12 Months (Renewable or Temp to Hire)

Location: Toronto, ON, C5X1J9 (Onsite)

Temp to perm: Possible

Bilinguism: English mandatory; French is an asset

Role Overview
The successful candidate reports to the Manager, Account Transition Services. The candidate will be responsible for reviewing, analyzing and making decisions on complex account opening documentation and supplementary forms, including, but not limited to QI/FATCA documentation, Formal/Informal Trust Documentation, RESPs, etc. Review, in meticulous detail, is required for all submissions to ensure all accounts are approved or declined within a set service level agreement (SLA). The candidate will be responsible for managing the Account Review process for all Portfolio Managers custodied at CLIENT including Elite Clients.

The candidate must be able to use sound judgement when reviewing documentation that requires complexities to prioritized and considered in conjunction with regulatory and business requirements. Identifying submission trends is key to proactively correct submission errors and enhance the user experience. Additionally, the candidate must have the ability to clearly and confidently articulate complex scenarios via email, over the phone and during regular touchpoints with Elite Clients.

A successful candidate must understand how they complete their work, i.e., attitude, behavior, disposition,



and teamwork are just as important as daily production.

Responsibilities

Meticulous attention to detail when reviewing account documentation and supplementary forms

Manage Mailbox communication and investigate queries in a timely manner to meet SLA

Screening Corporate and Individual profiles

Communication with internal partners and Networks must include access to self-serve links to drive digital adoption and learning behaviors

Communicate deficiencies, rejects and next steps with Networks indicating deficiencies with clarity and precision

Collaborate with various partners to share best practices

Qualifications

Post secondary education with 2-3 years relevant experience

Proficient with Outlook, Microsoft office (Excel, Word, PowerPoint)

Excellent verbal and written communication skills

Strong organizational skills with the ability to manage multiple priorities in a growth setting

Proven ability to work effectively as a team member

Attention to detail and communicate a clear understanding and sense of urgency

Excellent communication and interpersonal skills

Nice to have

Completion of the Canadian Securities Course (CSC) Certification

Options Licensing Course (OLC) or Options Supervisors Course (OPSC)

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📌 Banking Coordinator (Ontario)
🏢 Infotree Global Solutions
📍 Ontario