Location: Toronto, ON Hybrid (4 days in office, Fridays work from home)

Contract Duration: August 24, 2026 – February 26, 2027

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

About the Opportunity

Our client is seeking a detail-oriented and customer-focused Operations Coordinator to join a collaborative operations team. This role provides day-to-day support in a fast-paced environment focused on managing client transfer activities and maintaining accurate records.

This position offers a supportive team culture, comprehensive training, and the opportunity to gain valuable experience within financial services operations.

What You'll Do

Outbound Communications (Approximately 80%)

- Make outbound calls to financial institutions and external stakeholders regarding client transfer activities

- Follow up on outstanding requests and obtain status updates

- Maintain professional communications and detailed records of all interactions

- Ensure activities are completed accurately and within established timelines

Operations & Data Entry (Approximately 20%)

- Update and maintain internal systems and databases

- Process documentation and track case progress

- Complete data entry and administrative tasks with a high degree of accuracy

- Support operational workflows and service delivery objectives

- Collaborative team of approximately 20 members

- Daily team huddles and ongoing support

- Full training provided, including a structured onboarding period

Required Qualifications

Must-Have

- University degree

- 1-2 years of operations, administrative, customer service, or related experience

- Strong verbal and written communication skills





- Previous experience handling phone-based interactions with customers or business contacts

- Strong attention to detail and accuracy

- Excellent organizational and multitasking abilities

- High technical aptitude and ability to learn new systems quickly

- Intermediate to advanced Excel skills

- Experience working with spreadsheets and data management tools

- Ability to meet productivity and performance targets in a high-volume environment

Nice-to-Have

- Call center experience

- Banking or financial services experience

- Experience with ticketing, workflow, or case management systems

- Experience with Excel macros

- Bilingual in French and English

What We're Looking For The ideal candidate is:

- Professional and confident on the phone

- Highly organized and detail-oriented

- Comfortable managing multiple priorities simultaneously
- A quick learner with strong technical skills

- Able to work effectively in a quick-paced environment

- Committed to delivering high-quality results and meeting established targets

Use AI for Hiring: Our recruitment process for this role includes the use of AI-based tools to help evaluate candidate qualifications and screen applications.

Why Kelly?

At Kelly®, we’re committed to finding rewarding opportunities that help you thrive—both professionally and personally. We partner with leading organizations across industries, connecting talented individuals to roles that fit their skills, interests, and goals. As part of the Kelly team, you’ll have access to a diverse network, ongoing career support, and resources to help you succeed.

We value inclusion, respect, and work-life balance, and we offer competitive pay and benefits. Join us and discover what’s next for your career!

📌 Operations Associate - Client Transfers (Toronto)
🏢 Kelly
📍 Toronto