Account Transfer Representative

Job summary

Process ATON and non-ATON investment account transfers, coordinate with financial institutions, advisors, and internal teams, and resolve rejected transfers or discrepancies. Respond to stakeholder inquiries, reconcile daily transfer control accounts, and provide professional service while managing competing deadlines.

Job details

Account Transfers Representative Location: Downtown Toronto, ON, Relocating to Mississauga, in December 2026 or January 2027 (Hybrid, 1–2 days onsite per week) Language: Strong written and spoken English communication skills Duration: 3–6 month contract, with strong possibility of extension Hours: Monday to Friday, 8:30 a.m. to 5:00 p.m. Pay Rate: $26–$28/hour, based on experience Anticipated Start Date: Between November 9 and December 7, 2026, pending background check completion Background Check Requirement: Criminal and credit checks, plus two professional reference checks About the Opportunity Are you a financial services professional with hands-on experience processing ATON or non-ATON account transfers? An established organization in the financial services industry is seeking an Account Transfers Representative to join its collaborative investment operations team. In this role, you'll help ensure the accurate and timely transfer of investment assets while working closely with financial institutions, investment advisors, and internal teams. This opportunity is ideal for someone who understands account transfer processes, thrives in a fast-paced environment, and takes pride in delivering exceptional service. What's In It for You • Competitive hourly pay of $26–$28, based on experience • Hybrid work arrangement with 1–2 days onsite per week • Valuable exposure to investment operations and financial services • Supportive, collaborative team environment • Strong possibility of contract extension Your Responsibilities • You'll process ATON and non-ATON account transfers, ensuring accuracy and complete documentation. • You'll coordinate with financial institutions, investment advisors, and internal teams to facilitate timely transfers. • You'll investigate rejected transfers, resolve discrepancies, and communicate updates to stakeholders. • You'll respond to inquiries about investment products, services, and transfer processes. • You'll reconcile daily account transfer control accounts and escalate discrepancies as needed. • You'll deliver responsive, professional service while managing competing deadlines. Skills and Qualifications • 1–2+ years of experience in financial services, banking, or investment operations. • Required hands-on experience processing ATON and/or non-ATON account transfers. Experience with at least one transfer type is mandatory, while experience with both is an asset. • Completed post-secondary degree or diploma in Finance, Economics, Commerce, Business Administration, or a related field (required). • Advanced Microsoft Excel skills and confidence working with financial data. • Excellent written and verbal communication skills, with a client-focused approach. • Strong attention to detail, organizational skills, and ability to manage competing priorities. • Proactive problem-solving skills and ability to collaborate effectively across teams. Why Partner with Altis If you’ve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you’re a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.

What you’ll do

Process ATON and non-ATON investment account transfers, coordinate with financial institutions, advisors, and internal teams, and resolve rejected transfers or discrepancies. Respond to stakeholder inquiries, reconcile daily transfer control accounts, and provide professional service while managing competing deadlines.

Requirements

Requires 1–2+ years of financial services, banking, or investment operations experience, including hands-on experience with at least one type of ATON or non-ATON account transfer. A post-secondary degree or diploma in a related field and advanced Microsoft Excel skills are required, along with strong communication, organizational, and problem-solving abilities.

Benefits

• Competitive Hourly Pay
• Hybrid Work Arrangement
• Investment Operations Experience
• Collaborative Team Environment
• Strong Possibility of Contract Extension

Listed skills

• Customer service · Preferred
• written communication · Preferred
• Problem solving · Preferred
• Organization · Preferred
• Attention to detail · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• ATON Account Transfers
• Non-ATON Account Transfers
• Investment Operations
• Financial Services
• Advanced Microsoft Excel
• Financial Data Analysis
• Transfer Reconciliation
• Discrepancy Resolution
• Problem-Solving
• Written Communication
• Verbal Communication
• Customer Service
• Attention to Detail
• Organization
• Deadline Management
• Cross-Functional Collaboration

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative

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