Position Title: Accountant III Duration: 6 months (Possibility of Extension) Schedule: Monday to Friday 8:30-5 Work Location: Toronto, ON (Hybrid – 4 days in office Monday to Thursday)
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 into client’s.
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 client wealth experience
Previous experience with ISM, EIS, Ticketing
Banking experience - Bilingual – French and English
Experience with macros are a huge plus
Applicant Notices & Disclaimers
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At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws.The pay rate for this position is C$31.76/hr.
