Overview
Administrative Assistant Jobs in Toronto, Ontario, Canada at TekStaff IT Solutions
Title: Administrative Assistant
Company: TekStaff IT Solutions
Location: Toronto, Ontario, Canada
Responsibilities:
– Support and facilitate client transfers for advisors moving financial institutions
– 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:
– Bilingual – French & English
– 2-3+ 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
