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TEKsystems

Entry Level Operations Associate - Investment Transfers (Hybrid)

Toronto, ON, Canada

$22 CAD / hour · Contract

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Job details

Pay: $22 CAD / hour
Job type: Contract
Posting language: English · French
Posted: Nov 5, 2026

Original job description

English section of this bilingual listing.

We are seeking a Service Officer to join a dynamic team at one of Canada's largest banking institutions within their Wealth Management Operations group. The team's core mission is to facilitate the swift and efficient transfer of assets for high net worth clients between financial institutions across Canada. Daily responsibilities include data entry, transfer processing, and prioritizing branch inquiries, with transfers involving both registered and non-registered products.

The ideal candidate brings a go-getter attitude, the ability to learn new tasks and processes quickly, and a sharp eye for detail. You will collaborate with your team, leadership, and internal and external business partners to resolve issues efficiently and effectively according to industry standard

Job duties include, but are not limited to the following:

Process incoming and outgoing transfers of assets for high net worth clients moving between financial institutions across Canada, ensuring each request is completed accurately and on time
Handle transfers for registered products (such as RRSP, RRIF, TFSA, RESP, FHSA, LIRA, and LIF) and non-registered products (such as cash, margin, and investment accounts)
Review transfer authorization forms, client statements, and supporting documents to confirm that client names, account numbers, account types, registration details, and transfer instructions are complete and consistent
Set up and initiate transfer requests in internal systems and industry transfer platforms, including the CDS Account Transfer Online Notification (ATON) service, in line with established procedures
Perform accurate, high-volume data entry to create, update, and maintain transfer records across multiple systems and screens
Monitor pending transfers and review account activity to confirm expected assets, securities, cash, or cheques have been received and posted to the correct account
Distinguish transfer-related entries from unrelated account activity such as dividends, deposits, withdrawals, and fees
Prioritize and respond to inquiries from branches, Investment Advisors, and internal partners regarding transfer status, documentation requirements, and processing timelines
Collaborate with team members, leadership, and internal and external business partners to resolve issues efficiently and according to industry standards

Must Have Experience/Skills:

Completed post-secondary education in Economics, Finance, Business Administration, or a related field
Strong written and verbal communication skills, with a genuine eagerness to learn
Strong critical thinking skills and the ability to spot missing, inconsistent, or inaccurate information
Tech savvy, with the ability to navigate multiple systems and screens at the same time
Some previous work experience, ideally in an administrative, customer service, banking, or operations setting

#canadapriority26

Job Type & Location

This is a Contract to Hire position based out of Toronto, ON.

Pay and Benefits

The pay range for this position is $22.00 - $22.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Job Type & Location

This is a Contract to Hire position based out of Toronto, ON.

This is a hybrid position in Toronto,ON.

About TEKsystems and TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.econnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.

Read the full bilingual original

Job duties include, but are not limited to the following:

Process incoming and outgoing transfers of assets for high net worth clients moving between financial institutions across Canada, ensuring each request is completed accurately and on time
Handle transfers for registered products (such as RRSP, RRIF, TFSA, RESP, FHSA, LIRA, and LIF) and non-registered products (such as cash, margin, and investment accounts)
Review transfer authorization forms, client statements, and supporting documents to confirm that client names, account numbers, account types, registration details, and transfer instructions are complete and consistent
Set up and initiate transfer requests in internal systems and industry transfer platforms, including the CDS Account Transfer Online Notification (ATON) service, in line with established procedures
Perform accurate, high-volume data entry to create, update, and maintain transfer records across multiple systems and screens
Monitor pending transfers and review account activity to confirm expected assets, securities, cash, or cheques have been received and posted to the correct account
Distinguish transfer-related entries from unrelated account activity such as dividends, deposits, withdrawals, and fees
Prioritize and respond to inquiries from branches, Investment Advisors, and internal partners regarding transfer status, documentation requirements, and processing timelines
Collaborate with team members, leadership, and internal and external business partners to resolve issues efficiently and according to industry standards

Must Have Experience/Skills:

Completed post-secondary education in Economics, Finance, Business Administration, or a related field
Strong written and verbal communication skills, with a genuine eagerness to learn
Strong critical thinking skills and the ability to spot missing, inconsistent, or inaccurate information
Tech savvy, with the ability to navigate multiple systems and screens at the same time
Some previous work experience, ideally in an administrative, customer service, banking, or operations setting

#canadapriority26

Job Type & Location

This is a Contract to Hire position based out of Toronto, ON.

Pay and Benefits

The pay range for this position is $22.00 - $22.00/hr.

Job Type & Location

This is a Contract to Hire position based out of Toronto, ON.

Workplace Type

This is a hybrid position in Toronto,ON.

À propos de TEKsystems et TEKsystems Global Services

Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de lentreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises dAllegis Group. Découvrez dautres informations à TEKsystems.com.

Ordonnance sur légalité des chances de San Francisco: Conformément à lOrdonnance sur légalité des chances de San Francisco, pour tous les postes situés dans la ville et le comté de San Francisco, nous examinerons les candidatures des personnes qualifiées ayant un casier judiciaire ou des antécédents criminels.

Utilisation de lintelligence artificielle (IA): Nous pouvons utiliser lintelligence artificielle (IA) pour soutenir certaines étapes de notre processus dembauche, notamment la recherche, la présélection et lévaluation des candidatures. LIA aide à analyser les candidatures et les qualifications, mais les décisions finales sont prises par notre équipe de recrutement. En soumettant votre candidature, vous reconnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.

About TEKsystems and TEKsystems Global Services

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More about this job

Responsibilities

The associate will process incoming and outgoing asset transfers for high net worth clients while maintaining accurate records across multiple systems. They are also responsible for prioritizing branch inquiries and collaborating with internal and external partners to resolve transfer-related issues.

Requirements

Candidates must have completed post-secondary education in Economics, Finance, Business Administration, or a related field. Strong critical thinking, communication skills, and the ability to navigate multiple systems simultaneously are required.

Skills

Data entry
Transfer processing
Critical thinking
Communication
Attention to detail
Customer service
Banking operations
Financial analysis
Problem solving
System navigation
Record maintenance
Regulatory compliance

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Banking
Asset Transfer
RRSP
RRIF
TFSA
RESP
FHSA
LIRA
LIF
CDS
ATON
Data Entry
Operations
Investment
Finance
Economics
Business Administration
Customer Service
Administrative

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