Accountant; process movements and securities transfers using Excel macros and Wealth Operations

Job in Toronto, Ontario, M5A, Canada

Listing for: S.i. Systems

Contract position
Listed on 2026-07-20

Job specializations:

Finance & Banking
Banking & Finance, Finance Assistant, Financial Services, Financial Advisor / Consultant

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

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