(New Graduates Welcome) Entry Level Investment Processing Role - Hybrid DT Toronto

TEKsystems; Toronto; Hybrid; CAD 30,000 - 60,000; Full time

Job summary

A leading recruitment agency is looking for a Back Office Wealth Transfers Associate to join their corporate office in Toronto. The position requires processing fund transfers between financial institutions and ensuring compliance with regulations. Candidates must have strong Excel skills and basic knowledge of investment products. This hybrid role offers a competitive pay rate of $22.00 per hour, with training provided in a supportive environment.

Benefits

Opportunity to gain valuable experience

Supportive team environment

Hands-on training

Qualifications

• Strong proficiency in Microsoft Excel including macros, VBA, and pivot tables.
• Basic knowledge of investment products and procedures is preferred.
• Previous back-office financial services experience is a bonus.

Responsibilities

• Process 30–40 transfer requests per day knowing volume may vary.
• Perform data entry and data processing accurately.
• Communicate with internal teams and external financial institutions.

Skills

Basic knowledge of investment products/procedures

Strong proficiency in Microsoft Excel

Excellent verbal communication skills

Excellent written communication skills

Job description

Our client is hiring Back Office Wealth Transfers Associates

Our client, one of Canada’s top five banks, is currently hiring Back Office Wealth Transfers Associates to support their corporate office in downtown Toronto.

• Hybrid role – in‑office in downtown Toronto 4 times a week (no exceptions).

About the Role

The role reports directly to the Team Manager of Transfers Out and is responsible for processing the movement of funds between financial institutions. The Associate handles registered accounts such as RRSPs, RESPs, TFSAs and other retail investment accounts, ensuring accurate and timely processing of client transfer requests.

Key Responsibilities

• Process 30–40 transfer requests per day (volume may vary).
• 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

• Basic knowledge of investment products/procedures.
• Strong proficiency in Microsoft Excel (including macros, VBA, pivot tables).
• Excellent verbal and written communication skills.

Nice to Have Skills & Experience

• 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.

Job Type & Location

Contract to hire position based out of Toronto, ON.

Pay and Benefits

Pay range: $22.00‑$22.00/hr.

Workplace Type

Hybrid position in Toronto, ON.

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, please call 844‑895‑8598 or email the recruiter located at the bottom of the posting.

EEO Statement

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, sexual orientation, gender identity, genetic information or any characteristic protected by law.