Office Clerk, Account Transfer Processing (MS Excel)

Job Description

Office Clerk, Account Transfer Processing (MS Excel):
On behalf of our Banking client, Procom is searching for an Office Clerk, Account Transfer Processing (MS Excel) for a 6-month role. This position is an onsite position at our client’s Toronto, Ontario office.

Office Clerk, Account Transfer Processing (MS Excel) - Job Description:
The Office Clerk will be responsible for processing transfer requests from various queues and initiating transfers of investment accounts by validating the completeness of the form. The role involves ensuring smooth account transfers within the Wealth Management department, specifically in Money Movement and Account Transfers.

Office Clerk, Account Transfer Processing (MS Excel) - Responsibilities:
• Process transfer requests from various queues
• Initiate transfers of investment accounts
• Validate completeness of transfer forms
• Ensure accuracy and efficiency in account transfer processes
• Collaborate with team members to meet business support needs

Office Clerk, Account Transfer Processing (MS Excel) - Mandatory Skills:
• 4-year degree from an accredited university or equivalent OR High school diploma or equivalent
• 1-2 years of securities, banking, technology, and/or job-specific industry experience
• Proficiency in MS Excel
• Ability to handle multiple priorities in a fast-paced and deadline-driven environment
• Ability to understand and meet business daily support needs
• Ability to work independently and within a team environment
• Strong customer service skills

Office Clerk, Account Transfer Processing (MS Excel) – Nice-to-Have Skills:
• Experience processing transfers
• Experience moving money directly between two accounts/banks
• Problem-solving skills
• Strong communication skills
• Teamwork skills

Office Clerk, Account Transfer Processing (MS Excel) – Assignment Length:
This is a 6-month contract position.

Office Clerk, Account Transfer Processing (MS Excel) - Start Date:
ASAP.

Office Clerk, Account Transfer Processing (MS Excel) - Assignment Location:
Toronto, Ontario, onsite, 5 days a week.

This employer uses both human and technology-assisted tools to support candidate screening and assessment. Final hiring decisions are made by people.