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:
This role involves processing transfer requests from other financial institutions to Wealth Management. The requests are managed in a queue for daily processing, ensuring efficient and timely handling of account transfers.

Office Clerk, Account Transfer Processing (MS Excel) - Responsibilities:
• Process transfer requests from other financial institutions to Wealth Management
• Manage requests received in a daily processing queue
• Ensure accurate and timely processing of account transfers
• Collaborate with team members to meet daily support needs
• Provide excellent customer service

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
• Experience with MS Excel
• Ability to handle multiple priorities in a fast-paced and deadline-driven environment
• 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, specifically moving money directly between two accounts/banks
• Strong problem-solving skills
• Effective communication skills
• Ability to adapt to changing business needs
• Teamwork-oriented mindset

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, Canada, 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.