Account Transfer Specialist - Bank/Finance

Daily Responsibilities

• Review pending account transfer requests and communicate with external financial institutions via phone call and email for status updates and resolve transfer issues.
• Handle approximately 60–70 accounts per day.

Required Program/Technology/Software Knowledge

• Microsoft Office Outlook, Excel, Word for basic day-to-day functions.

Must-have Skills/Experience and Qualifications

• 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 2 years of job-related experience.
• Ability to communicate effectively, both verbally and in writing.
• Ability to handle multiple priorities in a fast-paced and deadline-driven environment.
• Ability to work independently and within a team environment.

Nice-to-have Skills/Experience

• Account transfers experience.
• Experience working in a financial institution.
• Experience working in a call centre.
• Bilingual in French/English.

Soft Skills

• Problem solving.
• Time management.
• Organization.
• Attention to detail.

The expected base salary range for this position is $19 – $20 per hour, depending on experience, skills, and internal equity.

The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location.

For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.

We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.