Job title: Transitions Coordinator

Duration: 6 Months

Location: Toronto, Ontario (Hybrid)

Description:

Responsibilities

• Meticulous attention to detail when investigating transfers

• Manage Transition mailboxes and initiate or investigate transfers in a timely manner to meet our SLA of 24 hours

• Communicate with our clients when transfers submitted are NIGO (not in good order) and memo accounts with reasons for rejections

• Email or call relinquishing institutions up to 75 times per day to investigate transfer status

• Review rejected transfers and re-submit them in good order

• Process journals (Cash & Securities)

• Interact with clients on an ongoing basis to resolve any outstanding issues related to Account transitioning

• Enhance the client experience by creating efficiencies to exceed expectations, seek process improvements

• Collaborate with various partners to drive digital adoption

• Generate scheduled and ad-hoc reporting for internal and external requirements

• Meet with clients to discuss transfer process and requirements

• Identify initiation, rejection, and asset trends

• Draft and/or update existing user guides as required

• Overtime required during high volume periods

Behaviors:

• Proactiveness in taking charge of challenges impacting the team

• Passionate about delivering exceptional client experience

• Be a change agent for culture, technology, and methodology

• Challenge the existing process

• A team player, who identifies personal success and team success

• Identify opportunities to improve the client and employee experience

• Self starter requiring limited supervision that acts as a resource to colleagues within the organization

Qualifications

• Post secondary education with 2-3 years relevant experience

• Proficient with Outlook, Microsoft office (Excel, Word, PowerPoint)

• Excellent verbal and written communication skills

• Prior experience with the following systems: IBM-OSS & AS400 CDS/ARROW and FUNDSERV would be an asset

• Strong organizational skills with the ability to manage multiple priorities in a growth environment

• Proven ability to work effectively as a team member

• Attention to detail and communicate a clear understanding and sense of urgency

• Excellent communication and interpersonal skills

Nice to have

• Bi-Lingual (French)

• Completion of the Canadian Securities Course (CSC) Certification

Thanks a lot for your time. Look forward to talking to you soon.