Position Title: Administrative Assistant
Length of Contract: 12 months (Possibility of extension/possibility of conversion into FTE)
Working Location: Toronto, ON (Hybrid: 2 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 and 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.