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 - Solid 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 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 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.

📌 Accountant III (1-2 years) to provide operational support using outbound client transfer processes and internal case management systems 58565 (Toronto)
🏢 S.i. Systems
📍 Toronto