Accountant III (1-2 years) to provide operational support using outbound client transfer processes and internal case management systems 58565
Our financial services client is seeking a Accountant III (1-2 years) to provide operational support using outbound client transfer processes and internal case management systems

Join a high-volume operational support team within a banking environment focused on client transfer activities and financial institution outreach. This role supports day-to-day operations through outbound calls, data entry, and updates within internal systems including ISM, Kofax, and case management software. The position offers full training, ongoing team support, and exposure to a collaborative 20-member environment.

Contract, Toronto, Hybrid, 4 days in office Monday to Thursday

6 months

Must Haves

1-2 years in banking operations or financial services operations

Strong Excel skills working with spreadsheets and macros

Phone-based support in a call center environment with outbound calling responsibilities

High technical aptitude supporting data entry and internal systems updates

University graduate

Nice to Have

Previous Wealth experience

Experience with ISM, EIS, or ticketing systems

Bilingual in French and English

Experience with macros

Additional banking experience

Responsibilities

Make outbound calls to financial institutions regarding client transfers

Update internal systems with transfer and client information

Perform data entry within in-house systems and case management software

Work with ISM and Kofax imaging systems

Follow up on client transfers into TD Wealth in a timely and accurate manner

Participate in daily team huddles





Our financial services client is seeking a Accountant III (1-2 years) to provide operational support using outbound client transfer processes and internal case management systems

Join a high-volume operational support team within a banking workplace focused on client transfer activities and financial institution outreach. This role supports day-to-day operations through outbound calls, data entry, and updates within internal systems including ISM, Kofax, and case management software. The position offers full training, ongoing team support, and exposure to a collaborative 20-member environment.

Contract, Toronto, Hybrid, 4 days in office Monday to Thursday

77 Bloor Street West Corporate, Toronto

6 months

Must Haves

1-2 years in banking operations or financial services operations

Strong Excel skills working with spreadsheets and macros

Phone-based support in a call center environment with outbound calling responsibilities

High technical aptitude supporting data entry and internal systems updates

University graduate

Nice to Have

Previous Wealth experience

Experience with ISM, EIS, or ticketing systems

Bilingual in French and English

Experience with macros

Additional banking experience

Responsibilities

Make outbound calls to financial institutions regarding client transfers

Update internal systems with transfer and client information

Perform data entry within in-house systems and case management software

Work with ISM and Kofax imaging systems

Follow up on client transfers into TD Wealth in a timely and accurate manner

Participate in daily team huddles

Disclaimer:
AI may be used in evaluating candidates.
This posting is for an existing vacancy.
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📌 Accountant III (1-2 years) to provide operational support using outbound client transfer processes a (Ontario)
🏢 S.i. Systems
📍 Ontario