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S.i. Systems
Accountant (2-4 years) to process money movements and securities transfers using Excel macros andS.i. Systems • Toronto
Accountant (2-4 years) to process money movements and securities transfers using Excel macros and

Accountant (2-4 years) to process money movements and securities transfers using Excel macros and

S.i. Systems • Toronto
2 days ago
Job type
  • Full-time
Job description

Our financial services client is seeking a Accountant (2-4 years) to process money movements and securities transfers using Excel macros and Wealth Operations processes-

Join a leading financial institution supporting high-volume Wealth Operations activities in a compliance-heavy environment. This role focuses on reviewing documentation, processing investment and securities transfers, and supporting daily money movement activities using Excel spreadsheets and multiple processing systems. The position offers exposure to high-risk financial operations within a collaborative and supportive team environment. Extension and conversion opportunities are possible based on business needs and performance.

Location: Toronto (5 Days on site for first 90 day than 4 days on site)

Duration: 4 Months - Good Chance of Extension

Hours: 37.5 Hours Per Week

Must Haves

  • 2-4 years in Banking, Financial Services, or Wealth Operations environments
  • Microsoft Excel including Macros and spreadsheet processing
  • Securities transfers, money movements, and documentation review within high-risk transaction environments
  • Investment operations and multi-system transaction processing

Nice to Have

  • Prior TD experience

Responsibilities

  • Process daily money movement transactions
  • Review documentation before processing transfers
  • Handle investment and securities transfer activities
  • Run Excel macros and maintain spreadsheets
  • Use multiple software systems to process transfer requests
  • Perform operational support activities within a compliance-heavy environment
  • Interact with internal and external stakeholders during transaction processing


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Accountant (2-4 years) to process money movements and securities transfers using Excel macros and Wealth Operations processes- 58333 • Toronto

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