Wealth Operations & Processing Officer (Banking)

Toronto, Ontario

Employment Type: Temporary Industry: Administrative/Office Support Job Number: 64027

Our Client, one of the five leading Canadian banks is looking for a Wealth Operations & Processing Officer (Banking) to join our Toronto team for a 1 year contract!

Opportunity Number: #64027
Location: 77 Bloor Street West, Toronto, ON
Pay Rate: $17.34/hour (Paid Weekly)
Contract Duration: 1 year 
Hours of Work: Monday to Friday 9:00 am - 5:00 pm

Must have good credit history and clear criminal record

Job Description:

The Wealth Operations & Processing Officer (Banking) is responsible for the timely and accurate processing of transactions. This encompasses both financial and non-financial activities. This position supports the Retail Transfers Team under Client Transfer Services Group where we process registered transfers for external institutions.

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
  • Participate in performance management and development activities
  • 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
  • Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
  • 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
  • Access systems, 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:

  • Excellent communication ability to talk to all level of stakeholders
  • Time management
  • Ability to see task to completion
  • Proficiency with Primebase, SMS, and Electronic Imaging Services (EIS)
  • Microsoft Office Suite an asset
  • Working knowledge of the mutual fund industry, including product knowledge of account types and their functionality
  • Commitment to client service excellence

Education/Experience:

  • Post-Secondary education required
  • University degree an asset
  • Banking experience ideally brokerage (2 to 4) years
  • Previous banking employee ideally or flip side new grad/quick learner
  • CSC designation preferred
  • Successful completion of the Investment Funds Institute of Canada (IFIC) and/or Canadian Securities Course (CSC) 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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