Law Clerk

Robert Half Canada
Toronto, ON 3 weeks ago
Procom

Procom

Toronto, ON

Data Entry, Account Transfers – MS Excel/Word

Data Entry, Account Transfers - MS Excel/Word

On behalf of our client in the Banking Sector, PROCOM is looking for a Data Entry, Account Transfers - MS Excel/Word.

Data Entry, Account Transfers - MS Excel/Word – Job Description

  • Process, receive, review and initiate transfers of money within Banking accounts/investments
  • Follow up with the other firm thru way of outbound phone calls (need excellent communication skills)
  • Handle about 50-60 account transactions a day, but the calls are grouped together to each client
  • Facilitate movement of client accounts should a salesperson be moving from another firm to bank

Data Entry, Account Transfers - MS Excel/Word – Mandatory Skills

  • Post-secondary education required
  • This is an entry level role
  • MS Office applications are key - use Outlook, Excel and Word on a regular basis
  • Previous Transfer experience working on BTS application (Broadridge is the inhouse system they use) would be ideal, but can be trained

Data Entry, Account Transfers - MS Excel/Word – Nice to Have Skills

  • Prior work experience in back office is preferred
  • Ability to create Excel macros is an asset

Data Entry, Account Transfers - MS Excel/Word - Assignment Start Date

ASAP – 2 months to start

Data Entry, Account Transfers - MS Excel/Word - Assignment Location

Toronto, ON -Work Remotely

Job Requirements