Accountant III

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail banking. Introduction: Robertson is seeking a skilled Accountant III to join our client in support of an existing vacancy. Contract Period: 6 months with potential Pay Rate: Starting form $30 per hour Location: Toronto, ON Location Type: Hybrid Business Hours: Monday-Friday, 8:30 AM -5:00 PM Job 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 into Wealth 20% of functions will include data entry functions, i.e. update in-house systems and work closely on ISM, Kofax (Imaging system) and in-house Case Management software Experience & Qualification Requirements: University degree required 1-2 years of Operations experience in banking/financial 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) Call centre experience Previous wealth experience Previous experience with ISM, EIS, Ticketing Bilingual – French and English Experience with macros is a huge plus How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply. Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements. We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team. Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

The role involves conducting outbound calls to financial institutions to facilitate client transfers into Wealth. Additionally, the candidate will perform data entry and update internal systems using software like ISM and Kofax.

A university degree and 1-2 years of banking or financial operations experience are required. Proficiency in Excel macros and bilingualism in French and English are highly desired.

• Microsoft ExcelPreferred
• Data entryPreferred

Identified from the job description. Confirm important requirements above.

• Outbound Calling
• Data Entry
• Microsoft Excel
• Macros
• Wealth Management
• Banking Operations
• Bilingual French and English
• Case Management Software
• ISM
• Kofax
• EIS
• Ticketing Systems

• Finance & Accounting
• Customer Service & Support
• Administrative

Minimum education

Bachelor’s degree

Minimum experience

0+ years

Apply by

Oct 3, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Entry level

Application method

Direct apply is available