Join our banking client in Toronto as an Office Clerk specializing in Account Transfer Processing with MS Excel. This onsite role focuses on validating investment transfers efficiently and accurately.
The Office
Clerk will handle account transfer requests, ensuring all forms are complete and compliant. You will play a critical role in the Wealth Management department by processing investment account transfers and collaborating with team members to support daily business needs. Initiate and oversee transfers of investment accounts
- Ensure efficiency in the account transfer process
- 4-year degree or high school diploma equivalent
- 1-2 years of experience in banking or securities industry
- Proficient in MS Excel for reporting and data
- Solid customer service and teamwork skills Leverage your banking experience and Excel expertise to drive smooth account transfers in this role.
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📌 Account Transfer Processing Clerk in Toronto
🏢 Procom
📍 Toronto
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