Operations Officer

Toronto, Ontario M5S | Temporary

Job ID: 58903 Industry: Administrative/Office Support

Our client, one of the large 5 Banks, is looking for an Operations Officer to join their team!

Job title: Operations Officer 
Location: 77 Bloor St, Toronto, ON
Hours of work: Monday to Friday, 9am - 5pm
Contract duration: 1 year
Pay rate: $17.34/hr

Job summary: The Wealth Operations Officer is responsible for the timely and accurate processing of transactions. This encompasses both financial and non-financial activities not limited to new account openings, account administration and maintenance, account transfers, and trade processing for dealers/brokers both internal and external.

Job responsibilities: 

  • Process transactions accurately and on time
  • Escalate processing issues where necessary to ensure a high level of service is maintained
  • Serve clients as required - 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/skills:

  • Motivated
  • Up to a challenge
  • Excellent communication ability to talk to all level of stakeholders
  • Time management
  • Ability to see task to completion


  • Post-Secondary education required/University degree an asset
  • Successful completion of the Investment Funds Institute of Canada (IFIC) and/or Canadian Securities Course (CSC) an asset
  • Proficiency with Primebase, SMS, Electronic Imaging Services (EIS), and Microsoft Office Suite an asset
  • Working knowledge of the mutual fund industry, including product knowledge of account types and their functionality
  • Banking experience ideally brokerage (2 to 4) years

To apply, please click Apply Online or submit your resume by email to: BMRresume@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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