Transfer Processing Specialist

Job summary

Process and review 50–100 transfers per day as part of back-office operations. Respond to and handle escalations and requests from sales and front-end staff, working independently most of the time and with the team occasionally.

Job details

Job Title: Transfer Processing Specialist Location: Toronto, ON (Hybrid) Duration: 6 months contract (with possibility of extension/conversion) Summary of the Role The role involves back-office operations, reviewing and processing transfers, handling escalations, and responding to requests from sales and front-end staff. Typical Day-to-Day Responsibilities Process 50–100 transfers a day. Handle and respond to escalations from sales and front-end staff. Work individually most of the time and occasionally with the team. Perform back-office operations. Review and process transfers. Must-Have Skills Minimum 2 years of banking/financial experience. Proficiency in MS 365, including Excel, Outlook, and Word. Transfers/transactions experience. Nice-to-Have Skills Prior experience in investments, including GICs, stocks, and mutual funds. CSC certification or IFIC. 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.

What you’ll do

Process and review 50–100 transfers per day as part of back-office operations. Respond to and handle escalations and requests from sales and front-end staff, working independently most of the time and with the team occasionally.

Requirements

Candidates must have at least two years of banking or financial experience, experience with transfers or transactions, and proficiency in MS 365, including Excel, Outlook, and Word. Investment experience with GICs, stocks, or mutual funds and CSC or IFIC certification are preferred.

Listed skills

• Microsoft Excel · Preferred
• Microsoft Outlook · Preferred
• Microsoft Word · Preferred
• Escalation Handling · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Banking And Financial Experience
• MS 365
• Excel
• Outlook
• Word
• Transfers And Transactions
• Transfer Processing
• Escalation Handling
• Back-Office Operations
• Investment Products
• GICs
• Stocks
• Mutual Funds
• CSC Certification
• IFIC

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support

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