Position Title: Administrative Assistant
Length of Contract: 12 months
Working Location: Toronto, ON (Hybrid– two days in office - Monday & Tuesday)
Hours of Operation: 9-5 EST (may vary at certain times depending on the advisory team’s time zone)

Responsibilities:

• Support and facilitate client transfers between advisors
• Open and set up client accounts
• Follow up on transfers
• Additional tasks include policy review, escalation management
• Primary focus on opening client accounts and transfers

Must Have Requirements:

• 1 + years previous banking operations experience; involved in account openings, transfers (ideally in Wealth Operations but open to everyday banking operations)
• Proficient in Microsoft Excel and Word
• Savvy with technology and data
• Experience in escalations and policy review

Nice to Have:

• Motivated to learn
• Interest in learning platforms
• Previous customer service experience
• Bilingual - French & English

 Education:

• Post-Secondary

 

 


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. This position’s starting pay is: $25.50/hr.