Company: Robert Half
Location: Toronto, ON
Expected salary:
Job date: Mon, 30 Jun 2025 07:31:43 GMT
Job description: We are looking for a highly organized and detail-oriented Transition Coordinator to join our team on a long-term contract basis in Toronto, Ontario. In this role, you will play a key part in managing account transitions for elite clients, ensuring their transfer requests are processed efficiently and within established timelines. This hybrid position requires 3-4 days of in-office work per week, offering an excellent opportunity to collaborate with team members and enhance client experiences.Responsibilities:
- Coordinate and process complex account transfer requests, ensuring all assets are received within established service level agreements.
- Monitor and manage transition mailboxes, initiating or investigating transfers promptly to meet a 24-hour turnaround time.
- Communicate effectively with clients regarding incomplete transfer submissions and provide clear explanations for rejections.
- Review and resubmit rejected transfers to ensure they are in good order and compliant with requirements.
- Execute cash and securities journal entries with precision and attention to detail.
- Collaborate with clients to resolve outstanding issues related to account transitions, providing exceptional service throughout the process.
- Identify opportunities to streamline processes and improve client satisfaction by implementing efficiencies.
- Generate both scheduled and ad-hoc reports for internal teams and external stakeholders as needed.
- Conduct client meetings to discuss transfer procedures and requirements, ensuring clarity and alignment.
- Support team operations during high-volume periods by working overtime when required.
- Proficiency in English; bilingualism in English and French is considered an asset.
- Strong communication skills, both written and verbal, with the ability to interact professionally with clients and team members.
- Advanced knowledge of Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.
- Demonstrated ability to analyze and improve processes to enhance client and team experiences.
- Exceptional attention to detail and organizational skills to manage multiple tasks efficiently.
- Experience with trading operations, service level agreements, and digital tools is an advantage.
- Proven ability to work collaboratively in a team-oriented environment while also being a self-starter.
- Flexibility to work overtime during peak periods to meet client needs.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – whenever you choose – even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.Questions? Call your local office at 1.888.490.3195. All applicants applying for Canadian job openings must be authorized to work in Canada.Only job postings for jobs located in Quebec appear in French.© 2025 Robert Half. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.Robert HalfRobert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting,…
Job Summary: Transition Coordinator (Long-term Contract in Toronto, Ontario)
We are seeking a highly organized and detail-oriented Transition Coordinator for managing account transitions for elite clients. This hybrid role involves 3-4 days in the office each week and requires effective communication, strong organizational skills, and advanced proficiency in Microsoft Office.
Key Responsibilities:
- Process and manage complex account transfer requests efficiently.
- Monitor transition mailboxes and ensure timely responses.
- Communicate with clients about transfer status and requirements.
- Review and correct rejected transfer submissions.
- Execute cash and securities transactions with precision.
- Identify and implement process improvements to enhance client satisfaction.
- Generate reports for stakeholders.
- Conduct client meetings regarding transfer procedures.
- Support the team during peak periods, including working overtime.
Qualifications:
- Proficient in English; French bilingualism is a plus.
- Strong communication skills.
- Advanced knowledge of Microsoft Office Suite.
- Experience in trading operations and familiarity with digital tools is advantageous.
- Ability to work collaboratively and independently.
Company Overview:
Robert Half is a leading talent solutions firm connecting job seekers with opportunities in various fields including finance, technology, and administrative roles. We provide competitive benefits, training, and the Robert Half app for job notifications and applications.
Eligibility: All applicants must be authorized to work in Canada.
