
Bilingual Transfer Specialist
- Montreal, QC
- Permanent
- Full-time
- Reviews and verifies accuracy and completeness of source documents (e.g., transfer instructions, legal requests including probate/trust agreements/corporate resolutions/certificate replacement docs, direct credit instructions, Dividend reinvestment requests and optional cash payments etc.) for processing in accordance with existing business rules.
- Validate to determine if all transactions received are in transferable order or reject the items noting any deficiencies.
- Ensures that sensitive information is only provided to authorized individuals.
- Communicates submission deficiencies and provides resolutions to the presenter, as necessary
- Ensuring that all transactions are completed in the time standards required based on regulatory requirements or internal standards.
- College or University; or equivalent combination of education and experience is preferred.
- Bilingual - English/French
- Must be knowledgeable with regulatory security requirements.
- Broad knowledge of the Canadian Securities Industry from a Stock Transfer perspective.
- 2-3 years industry experience.
- Excellent knowledge of various Microsoft Office Applications required.
- Strong communication skills (verbal and written)
- Strong organizational and multitasking skills
- Minimum keyboarding skills of 50-60 wpm
- Ability to work independently with minimum supervision and the ability to apply professional judgment to escalate or work with other stakeholders when applicable.
- Must be proactive and someone who takes initiative.
- Must be adaptable to the changing needs of the department, including working in a rotating shift schedule between 8:30 to 7:00 pm.
- Availability to work overtime and full time in the office as required.