Wealth Operations & Processing Officer (Banking)

Toronto, Ontario

Employment Type: Temporary Industry: Brokerage/Finance Job Number: 63706

Our client, a leading financial institution, is looking for a Wealth Operations & Processing Officer to join their team for a 1 year contract!

Opportunity Number: 63706
Location: Downtown Toronto - Bay Street @ Bloor Street West
Pay Rate: $19.00/hour (paid weekly) + 4% accrued vacation pay
Hours of Work: Monday to Friday, 8:30am to 5:00pm
Contract Duration: 1 year

Job Description:

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

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
  • Participate fully as a member of the team, promote team effectiveness, and contribute to a positive work environment
  • 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
  • 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 accuratel
  •  Assist in analysis, development, testing, and implementation of operating and process improvements

Job Requirements:

  • Previous programming experience required (VBA)
  • Advanced Excel knowledge (formulas required, pivot tables) could be making and developing Macros
  • Proficiency in Microsoft Office Suite (Word, Outlook, PowerPoint and Visio)
  • Advanced keyboarding proficiency
  • Exceptional spoken and written English communication skills
  • Commitment to client service excellence
  • Previous experience working with traditional life insurance and segregated funds an asset
  • Proficiency in SEI, SMS, Electronic Imaging Services (EIS) an asset
  • Proven Telephone etiquette - Call centre experience an asset

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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