Securities Transfer Operations Specialist

Job Description

Daily Responsibilities

• Processing transfer requests from other financial institutions to the wealth management division. Requests are received in a queue for daily processing.

Required Software Knowledge

• Microsoft Office

Must-Have Skills and Qualifications

• 1+ year prior securities, banking, technology industry and/or job-specific related industry experience.
• 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of securities, banking, technology and/or job-specific industry experience.

Nice-to-Have Skills and Experience

• Ability to handle multiple priorities in a fast-paced and deadline-driven environment.
• Ability to understand and meet business daily support needs on an ongoing basis.
• Ability to work independently and within a team environment.
• Customer service skills.

The expected base salary range for this position is $22 – $23 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.