Entry Level Wealth Transfers Associate (New Grads Welcome - Big Bank)

TEKsystems; Toronto; On-site; CAD 30,000 - 60,000; Full time

Job summary

A major financial services firm in downtown Toronto is hiring a Back Office Wealth Transfers Associate. This hybrid role requires processing financial transfers and ensuring compliance with regulations. The ideal candidate has over 6 months of experience in the financial sector and strong Microsoft Excel skills. Join a supportive team and gain valuable experience in financial operations.

Qualifications

• 6+ months previous experience in financial or investment banking.
• Strong Excel skills, including macros and pivot tables.
• Good verbal and written communication abilities.

Responsibilities

• Process 30-40 transfer requests per day.
• Perform data entry and data processing accurately.
• Ensure compliance with internal procedures.
• Communicate with internal teams and external institutions.

Skills

Previous Experience in Financial Services

Proficiency in Microsoft Excel

Excellent Communication Skills

Job description

Our client, one of the big banks in Canada, is currently hiring Back Office Wealth Transfers Associates to help support their corporate office located in the downtown Toronto area.

Please note - this is a hybrid role, with the qualified candidate expect to work in office in the downtown Toronto area 4 times a week. No exceptions will be provided.

About the Role

We are seeking a detail-oriented and motivated Transfers Processing Associate to join our clients team. This role reports directly to the Team Manager of Transfers Out and is responsible for processing the movement of funds between financial institutions. This includes handling registered accounts such as RRSPs, RESPs, TFSAs, and other retail investment accounts.

You will play a key role in ensuring accurate and timely processing of client transfer requests, supporting both retail and transfer accounts.

Key Responsibilities

• Process 30–40 transfer requests per day (volume may vary depending on workload).
• Perform data entry and data processing with a high degree of accuracy.
• Work from a queue of transfer requests assigned by the Team Lead.
• Ensure compliance with internal procedures and industry regulations.
• Communicate effectively with internal teams and external financial institutions as needed.

Must-Have Skills & Experience

• 6+ Months Previous Experience or Exposure to Financial/Investment/Banking Knowledge
• Strong proficiency in Microsoft Excel (including macros, VBA, pivot tables).
• Excellent verbal and written communication skills.

Nice To Have Skills & Experience (Not Mandatory, but a Plus)

• Previous Bank Teller Experience
• CSC Certification (In Progress or Obtained).
• Previous Back Office Financial Services Experience

Why Join This Company?

• Opportunity to gain valuable experience in financial operations.
• Supportive team environment with hands‑on training.
• Exposure to registered accounts and transfer processes across multiple financial institutions.

Disclaimer

The Company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information, or any other characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 844 895-8598 or email.

Job Type & Location

This is a Contract to Hire position based out of Toronto, ON.

Pay and Benefits

The pay range for this position is $22.00 - $22.00/hr.

Workplace Type

This is a hybrid position in Toronto, ON.