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Added 9 mins ago
E1
Entry-Level English Teacher (ESL) | No Experience Needed
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- Full-time
…want to teach English abroad, explore Asia, and develop your professional…
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E1
Hiring Now! Entry-Level English Teacher (ESL) | No Experience Needed
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L.R. Wilson Curator of Canadian Art & Culture
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Added 9 mins ago
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L.R. Wilson Curator of Canadian Art & Culture
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Toronto, ON
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Added 24 mins ago
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Altis

Account Transfer Representative

Toronto, ON, Canada

$26 to $28 CAD / hour · Contract

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Job details

Pay: $26 to $28 CAD / hour
Job type: Contract
Apply by: Nov 19, 2026
Experience: 1–2+ years of experience in financial services, banking, or investment operations.
Posting language: English
Posted: Oct 20, 2026

Original job description

Account Transfers Representative

Location: Downtown Toronto, ON, Relocating to Mississauga, in December 2026 or January 2027 (Hybrid, 1–2 days onsite per week)

Language: Strong written and spoken English communication skills

Duration: 3–6 month contract, with strong possibility of extension

Hours: Monday to Friday, 8:30 a.m. to 5:00 p.m.

Pay Rate: $26–$28/hour, based on experience

Anticipated Start Date: Between November 9 and December 7, 2026, pending background check completion

Background Check Requirement: Criminal and credit checks, plus two professional reference checks

About the Opportunity

Are you a financial services professional with hands-on experience processing ATON or non-ATON account transfers? An established organization in the financial services industry is seeking an Account Transfers Representative to join its collaborative investment operations team.

In this role, you'll help ensure the accurate and timely transfer of investment assets while working closely with financial institutions, investment advisors, and internal teams. This opportunity is ideal for someone who understands account transfer processes, thrives in a fast-paced environment, and takes pride in delivering exceptional service.

What's In It for You

Competitive hourly pay of $26–$28, based on experience

Hybrid work arrangement with 1–2 days onsite per week

Valuable exposure to investment operations and financial services

Supportive, collaborative team environment

Strong possibility of contract extension

Your Responsibilities

You'll process ATON and non-ATON account transfers, ensuring accuracy and complete documentation.

You'll coordinate with financial institutions, investment advisors, and internal teams to facilitate timely transfers.

You'll investigate rejected transfers, resolve discrepancies, and communicate updates to stakeholders.

You'll respond to inquiries about investment products, services, and transfer processes.

You'll reconcile daily account transfer control accounts and escalate discrepancies as needed.

You'll deliver responsive, professional service while managing competing deadlines.

Skills and Qualifications

1–2+ years of experience in financial services, banking, or investment operations.

Required hands-on experience processing ATON and/or non-ATON account transfers. Experience with at least one transfer type is mandatory, while experience with both is an asset.

Completed post-secondary degree or diploma in Finance, Economics, Commerce, Business Administration, or a related field (required).

Advanced Microsoft Excel skills and confidence working with financial data.

Excellent written and verbal communication skills, with a client-focused approach.

Strong attention to detail, organizational skills, and ability to manage competing priorities.

Proactive problem-solving skills and ability to collaborate effectively across teams.

Why Partner with Altis

If you’ve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you’re a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.

Apply About employer

More about this job

Responsibilities

Process ATON and non-ATON investment account transfers, coordinate with financial institutions, advisors, and internal teams, and resolve rejected transfers or discrepancies. Respond to stakeholder inquiries, reconcile daily transfer control accounts, and provide professional service while managing competing deadlines.

Requirements

Requires 1–2+ years of financial services, banking, or investment operations experience, including hands-on experience with at least one type of ATON or non-ATON account transfer. A post-secondary degree or diploma in a related field and advanced Microsoft Excel skills are required, along with strong communication, organizational, and problem-solving abilities.

Skills

ATON Account Transfers
Non-ATON Account Transfers
Investment Operations
Financial Services
Advanced Microsoft Excel
Financial Data Analysis
Transfer Reconciliation
Discrepancy Resolution
Problem-Solving
Written Communication
Verbal Communication
Customer Service
Attention to Detail
Organization
Deadline Management
Cross-Functional Collaboration

Benefits

Competitive Hourly Pay
Hybrid Work Arrangement
Strong Possibility of Contract Extension

Visa sponsorship

Not detected in the job text

Keywords

ATON
Non-ATON
Account Transfers
Investment Operations
Financial Services
Banking
Investment Assets
Financial Institutions
Investment Advisors
Transfer Documentation
Rejected Transfers
Discrepancy Resolution
Investment Products
Transfer Processes
Reconciliation
Microsoft Excel
Financial Data
Client Service
Stakeholder Communication
Background Check
Credit Check
Professional References

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