Responsibilities
- Process transfer-out requests to external financial institutions and internal accounts.
- Review and validate transaction details to ensure accuracy and completeness.
- Utilize internal platforms and operational systems to complete transfer activities.
- Monitor transactions and follow established procedures to meet service standards and deadlines.
- Communicate with internal stakeholders and business partners regarding transfer requests and transaction status.
- Identify and escalate discrepancies, risks, or processing issues as required.
- Maintain accurate records and documentation in accordance with operational and regulatory requirements.
Required
- Strong attention to detail and accuracy.
- Good written and verbal communication skills.
- Experience in financial services or operations preferred.
Experience with one or more of the following platforms is highly preferred:
- Sales Platform
- RBIS
- Unitrax
- Operations Workspace / Ops Hub
Nice to Have
- Bilingual in French and English (written and verbal).
- Previous investment operations, wealth management, or financial services experience.
- Knowledge of investment products and transfer processes.
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.
AI Disclosure:
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.
About Us:
Collabera is a leading Digital Solutions company providing software engineering solutions to the world’s most tech-forward organizations. With more than 25 years of experience, we have hired over 17000 employees across 60+ offices globally and currently place 10000+ professionals annually to support critical IT engagements at more than 500 client sites, 80% being the Fortune 500. {and 59% of the Fortune 50 (could use either stat)}
With Collabera, you
- Will get to work on numerous challenging and exciting projects, including UI/UX transformation, Blockchain, AI/Data Science, Cloud migrations, Cyber-Security and Engineering.
- At Collabera you have 80% chances of project extension or redeployment to other clients
- Will have endless opportunities to learn new technologies through our inhouse Training arm – Cognixia.
