Bilingual Transfer Specialist

3 weeks ago


Montréal, Canada Computershare Full time

**Voir version française plus bas**

**Location: 1500, Blvd Robert Bourassa Montreal, QC**

This is a hybrid position primarily based in Montreal, QC. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working.

**We give you a world of potential**

Computershare has a unique opportunity for someone to contribute their talents and strengths as a Bilingual Transfer Specialist.

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.

The Bilingual Transfer Specialist 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**

Our global business has an entrepreneurial spirit, and we are proud of that. What that comes with is a fast-paced environment and lots of change so you will be resilient in nature and able to adapt quickly and embrace the pace of change we often work at.

Some of your key responsibilities will include:

- Process and review general and complex data entry transactions for various transaction types including Estate transfers, purchases/sells, and account maintenance within established productivity and quality standards and mínimal supervision.
- 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 following existing business rules with minimum supervision.
- Communicate directly with clients
- Identify source documents that are incomplete or have irregularities.
- Escalate and handle complex inquires as needed per documented procedures.
- Required to work overtime and assist other departments during peak volumes to assist in meeting our clients service level agreements.
- Complete required internal training and compliance classes timely.
- Provide Estate requirements to our clients

**What will you bring to the role?**

As you can see, having great attention to detail is important. Supporting a core process isn’t an easy job, so being able to think independently when needed, problem solve, and work quickly are some key skills that you’ll need for this role.

Other key skills required for the role include
- High attention to accuracy and detail.
- A working knowledge of the securities industry as it relates to transfer agencies.
- Estate Knowledge
- Excellent telephone customer service and problem-solving skills.
- Drives process improvements by identifying problem areas and presenting solutions to management.
- Maintains confidentiality of any sensitive information as part of the job function..
- Must be knowledgeable with regulatory security requirements.
- Broad knowledge of the Canadian Securities Industry, preferably from a Stock Transfer perspective an asset.
- 2-3 years industry experience required for this position.
- Excellent knowledge of various Microsoft Office Applications such Microsoft Excel, Word, and Access.
- Ability to build functional reference and tracking tools within an intranet platform preferred.
- 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 as required.
- College or University; or equivalent combination of education and experience is preferred

This position requires some overtime and occasional late shifts throughout the year. You must also be willing to work the majority of the time in office.

**Rewards designed for you**

**Employee Share Plan **. Set aside salary to purchase shares in our company and you’ll receive a company contribution as well.

**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 organizations 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 multitud



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