Bilingual Operations Associate III

About the role

Support account transfer operations within a financial services environment.

Tasks

• Review and monitor pending account transfer requests, managing approximately 60–70 accounts daily.
• Contact external financial institutions by phone and email to obtain updates and resolve transfer-related issues.
• Follow up on outstanding requests to ensure timely processing.
• Maintain accurate records and communicate professionally with internal and external stakeholders.
• Use Microsoft Outlook, Excel, and Word for day-to-day administrative tasks.

Requirements

• Fluency in French and English, both written and verbal.
• A four-year university degree or equivalent, OR a high school diploma with at least two years of job-related experience.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks in a fast-paced, deadline-driven environment.
• Ability to work independently and collaboratively within a team.
• Excellent problem-solving, time-management, organizational, and attention-to-detail skills.
• Preferred: Previous account transfer experience.
• Preferred: Experience working in a financial institution or banking environment.
• Preferred: Previous call centre experience.

Schedule

• Hybrid – 4 days in-office, 1 day remote
• 6 months Contract

How to apply

• Send your resume by email or send a direct message to learn more.

Location

• Toronto, ON