Wealth Operations Officer

Toronto, ON | Temporary

Job ID: 53189 Industry: Administrative/Office Support

This position supports the Retail Transfers Team under Client Transfer Services Group where we process registered transfers for external institutions. 

Position Title: Wealth Operations Officer  
Pay Rate: $ 16.00/hour 
Duration: 5 months
Schedule: Mon-Fri 9am-5pm 

Location: Downtown (Yonge & Bloor)



SUMMARY OF DAY TO DAY RESPONSIBILITIES: 

The Wealth Operations Officer is responsible for the timely and accurate processing of relevant transactions. This encompasses both financial and non-financial activities: 
• Process transactions accurately and on time 
• Escalate processing issues where necessary to ensure a high level of service is maintained 
• Adhere to Service Level Agreements (SLA) and internal service delivery standards 
• Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients 
• Identify opportunities to improve service delivery and support process improvement initiatives 
 

Job Requirements 

  • Post-Secondary education required/University degree an asset 
  • Proficiency with Electronic Imaging Services (EIS), CIF, S3 and Microsoft Office Suite an asset 
  • Working knowledge of the Retail Banking, including product knowledge of account types and their functionality 
  • Commitment to client service excellence 

MUST HAVE: 

  • Intermediate MS office 
  • Advanced keyboarding 
  • Excellent verbal and written communication 
  • Commitment to client service excellence 


NICE TO HAVE 

  • Post secondary education 
  • Working knowledge of the securities industry, including product knowledge of account types and their functionality an asset 
  • Proficiency in CIF, Electronic Imaging Services (EIS) an asset 


EDUCATION: 

  • High school required. 
  • Post secondary education preferred. 
  • 0-2 years of related experience

To apply, please click Apply Online or submit your resume by email to: OLVresume@bagg.com

View all of our job postings at www.bagg.com 

Accommodations are available upon request to support your participation during all stages of the recruitment process.


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