Part-time Wealth Operations Officer (Banking)

Toronto, Ontario

Employment Type: Temporary Industry: Accounting Job Number: 65444

Our client, one of the five leading Canadian banks, is looking for a Part-time Wealth Operations Officer (Banking) to join our Toronto team for 6 months contract!

Opportunity Number: #65444
Location:  Downtown Toronto
Pay Rate: $17.34/hr (Paid Weekly)
Contract Duration: 6 months (with possibility of extension)
Hours of Work: Part-time, 15 hours per week with a potential increase in hours to 20 a week. The shifts are Monday/Tuesday or Thursday/Friday (8:30:00AM - 5:00PM)

Must have good credit history and clear criminal record

Job responsibilities:

The Wealth Operations Officer is responsible for the timely and accurate processing of relevant transactions. This encompasses both financial and non-financial activities:

Client Experience

  • Process transactions accurately and on time
  • Escalate processing issues where necessary to ensure a high level of service is maintained
  • Own, escalate and resolve issues with the focus of client service excellence, exceeding expectation and creating a legendary client experience.
  • 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

Develop and Manage the Team/Teamwork

  • Participate fully as a member of the team, promote team effectiveness, and contribute to a positive work environment
  • Contribute to the success of the team by willingly assisting peers in the performance and completion of assigned duties.
  • Support the team by continuously developing knowledge in own area
  • Ensure adherence to all HR policies, other Bank, and Industry Codes of Conduct
  • Keep others informed and up-to-date about the status/progress of projects and all relevant or useful information related to day to day activities

Internal Practices & Processes

  • Prioritize and manage own workload to meet SLA requirements for service and productivity
  • Multi-task with multiple applications
  • Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
  • Adapt to fast paced environment/ under pressure / high volumes
  • Escalate non-standard or high risk transactions or other activities as appropriate
  • Ensure documentation prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
  • Complete investigations – report/escalate risk issues identified or process gaps
  • Know and apply system capabilities, ensure upload/download of information is completed timely and accurately
  • Assist in analysis, development, testing, and implementation of operating and process improvements

Job Requirements:

  • Ability to be quick and efficient
  • Ability to be adaptable
  • Excellent computer skills – Microsoft Excel and Word – Intermediate excel
  • Communication skills
  • Attendance and punctual – someone who is reliable
  • Banking experience is an asset

Education/Experience: Post-secondary education is an asset

To Apply:

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