Operations Associate – Transfers & Investments

We are looking for a detail-oriented professional to join a high-volume operations team. This role focuses on processing client requests, manually entering banking information into internal systems, and ensuring accuracy while meeting service-level commitments.

Key Responsibilities:

• Process transfer requests received through various queues.
• Initiate investment account transfers after validating the completeness of the required forms.
• Ensure transfer requests are processed accurately and efficiently.
• Collaborate with team members to support daily operations.

Requirements:

• Experience with investment account transfers or transfer processing is preferred.
• Good written communication skills.
• Basic knowledge of Microsoft Office applications.
• Strong attention to detail and ability to work collaboratively within a team.

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.