Accountant

Job summary

The role involves conducting outbound calls to financial institutions to process client transfer requests accurately. Additionally, the candidate will perform data entry tasks and update internal systems using case management software.

Job details

Title: CAN - Accountant III Location: Toronto, Ontario, Canada (4xdays In office) Contract Duration: 6 months + Possible extensions Role Summary This role provides day-to-day operational support within a fast-paced, call center environment. The successful candidate will be responsible for conducting outbound calls to financial institutions and ensuring client transfer requests are processed accurately and efficiently. This is a highly collaborative team of approximately 20 members with extensive training and ongoing support provided. SUMMARY OF THE ROLE: - Typical Day-to-Day Responsibilities Making outbound calls to financial institutions and updating internal systems This is a call center environment 80% of functions will include candidates conducting outbound calls; responsible for the timely and accurate follow-up of client transfers from other financial institutions 20% of functions will include data entry functions, i.e. updating in-house systems and working closely on ISM, Kofax (Imaging system) and in house Case Management software. MUST-HAVE Skills: -Operations experience in banking/financial: 1-2 years -Attention to detail and multi-tasking skills -High Technical Aptitude -Strong Excel - need good understanding of using excel spreadsheets (will be using spreadsheets with macros, need to have strong technical skills to be able to pick up on learning macros during training) SOFT SKILLS: -Excellent verbal and written communication skills for when candidates are updating tickets and carrying out data entry duties. -Professional and interpersonal skills – for making phone calls (phone experience is a -strong must have skill required for the role). -Attention to detail and multi-tasking skills -High Technical Aptitude NICE-TO-HAVE - Call center experience - Previous experience with ISM, EIS, Ticketing - Banking experience - Bilingual – French and English - Experience with macros are a huge plus About Dexian: Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status. Note: Dexian Canada will, on request, provide accommodations for disabilities to support your participation in all aspects of our Recruitment and Assessment/Selection Processes.

What you’ll do

The role involves conducting outbound calls to financial institutions to process client transfer requests accurately. Additionally, the candidate will perform data entry tasks and update internal systems using case management software.

Requirements

Candidates must have 1-2 years of operations experience in banking or finance and strong technical aptitude. Proficiency in Excel, including the ability to work with macros, is required alongside excellent communication skills.

Listed skills

• written communication · Preferred
• interpersonal skills · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• case management · Preferred
• Multi-Tasking · Preferred
• Data entry · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Outbound calls
• Financial institutions
• Data entry
• Excel
• Macros
• Case management
• Banking operations
• Attention to detail
• Multi-tasking
• Technical aptitude
• Verbal communication
• Written communication
• Interpersonal skills
• ISM
• Kofax
• Ticketing

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative
• Technology