Wealth Operations & Processing Officer (Banking)

Toronto, Ontario

Employment Type: Temporary Industry: Administrative/Office Support Job Number: 64816

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

Opportunity Number: #64816
Location: Toronto, ON- Bloor St W @ Bay St
Pay Rate: $18.00/hour (Paid Weekly)
Contract Duration: 1 year with the possibility of extension
Hours of Work: Monday to Friday 8:30 am - 5:00 pm

Must have good credit history and clear criminal record

Job Description:

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

Job Responsibilities:

  • Tasks assigned in morning - completing tasks throughout day - will depend on function

Client Experience

  • 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

Develop and Manage the Team/Teamwork

  • 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

Internal Practices & Processes

  • Prioritize and manage own workload to meet SLA requirements for service and productivity
  • 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 work in a fast paced environment
  • Determination to get the job done effectively
  • Able to multi-task efficiently and adjust priorities accordingly in fast pace environment with multiple applications
  • Excellent communication skills 
  • Excellent time management skills
  • Excellent e-mail communication skills
  • Independent worker and driven


  • High school okay if they have relevant experience (2-4 years experience)
  • Open to new grads
  • 2 years of Advanced Excel and macros(e.g. Pivot tables, V-look-up, Formulas, Formatting, Manipulation)
  • 2 years of experience with Microsoft Outlook
  • Experience with Data processing
  • Nice to have FIC or CSC certifications
  • Writing code/excel certification
  • 1 year of banking experience - basic banking experience (sensitivity of customers information, what is the banking world)

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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