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Transfer Specialist
View: 141
Update day: 29-05-2024
Location: Richmond Hill Ontario
Category: Other
Industry: Financial Services
Position: Entry level
Job type: Full-time
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Job content
Location:Quebec > Montreal > Montreal-Blvd. Robert-Bourassa
Ontario > Richmond Hill > Toronto - Beaver Creek
We give you a world of potential
To ensure that excellent customer service is provided to all shareholders and clients through the up-front review and validation as well as the continued processing or rejection of operational documents of all incoming transfers, account transactions, dividend reinvestment requests, legal inquiries, issuer’s requests and lost certificates.
This service is provided after being scanned into Workflow. The incumbent is an expert member of the Operations team, sufficiently cross trained and knowledgeable in all possible transfer, legal or transaction requests and as such able to provide guidance, direction and training to the group and other interrelated units.
A role you will love
Key Accountabilities
- Provide service that is based on a full understanding of the client’s requests. It is critical to meet those needs with timely as well as accurate advice or service.
- Review and verify accuracy and completeness of source documents for processing in accordance with existing business rules.
- Responsible for training new staff to ensure that all regulatory requirements and audit controls are met.
- Responsible for cross-training other specialists to ensure each have a thorough understanding of the various transaction requests resulting in accurate and consistent responses.
- Ensure that volumes are dealt with by assisting the team leader in the monitoring and tracking of outstanding items.
- Participate in team discussions reviewing desk operating procedures as well as policies and suggest changes.
- Create invoices for the billing of fees and record cheques received when processing
- Must be bilingual in English and French and be able to work in both capacities
- Securities processing related experience, Canadian Securities Course considered an asset
- Must be able to read material requiring understanding of content in items such as instructions, procedure manuals, estate documents, trust indentures, affidavits, letter of transmittals and correspondence.
- Must be able to write or modify text to accurately communicate to others using precise language to avoid misunderstanding of complex information.
- Must be able to verbally communicate sometime in advanced levels of information with considerable need for explanation or description. It is important that this explanation or description be precise to avoid misunderstanding of complex information.
- Must be able to use basic arithmetic, established arithmetic formulas or procedures to calculate or prepare information.
- Excellent Microsoft application skills is required
A Company To Be Proud Of
Computershare (ASX:CPU) is a world leader in financial administration with over 14,000 employees across 21 different countries delivering expertise to over 40,000 clients. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of the world of opportunities we have available. With infinite possibilities, we could take you anywhere. #worldofpotential
Rewards designed for you
Employee Share Plan. Set aside salary to purchase shares in our company and you’ll increase your investment when you receive a generous company contribution towards additional shares.
Health and Wellbeing. Our health and wellbeing rewards can be tailored to support you and your family.
Save for Your Future. We will support you along your retirement savings journey.
Paid time away from work . Our employees enjoy a competitive paid time off package, including a day each year to volunteer time for a good cause that is important to you.
Employee Discounts. We’ve partnered with other organisations to offer you extra savings. Enjoy discounts with banks, car manufacturers, on flights, accommodation, and days out as well as with many big brand shops.
Extra Rewards. From tuition reimbursement to cash bonus recruitment referral programs, our comprehensive benefits package offers a multitude of options.
A diverse and inclusive place to work
Computershare celebrates the diversity of our people, and we welcome applications from everyone.
We believe that having a culture of inclusion is essential in delivering good results. Attracting, retaining, and developing a diverse workforce where employees feel valued, respected, and empowered allows people to reach their full potential. As a business this diversity helps us to better reflect and understand our customers’ needs to allow us to drive better outcomes.
We are happy to accommodate individual needs during your application journey. If you require disability accommodations or adjustments, please email us at TalentAcquisition@computershare.com detailing your requirements and contact information.
Computershare is an equal opportunity employer. Qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, protected veteran status, or other characteristics protected by applicable law.
Covid-secure
We’ve kept our business running during the pandemic by moving most of our employees to remote working, and by creating and maintaining a safe environment for those people who need to be in the office. We carefully limit the amount of people at our locations and ensure that those who cannot work remotely are kept safe with proper distancing and protective equipment.
In most circumstances we are currently performing all interviews, assessments, and background checks online to ensure the safety of everyone involved. Should you be successful in securing a role and it can be performed from home, we will arrange for equipment to be sent to you and your onboarding and training will be provided remotely.
Primary Location
Canada
Other Locations
Canada
Work Locations
Toronto - Beaver Creek
Job
Permanent Employee
Job Posting
May 23, 2022, 5:21:40 PM
Unposting Date
Jun 6, 2022, 11:59:00 PM
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Deadline: 13-07-2024
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