Wealth Operations Officer (Banking)

Toronto, Ontario

Employment Type: Temporary Industry: Accounting Job Number: 63491

Our client, a leading financial institution, is looking for a Wealth Operations Officer to join their team for a 6 month contract!

Opportunity Number: #63491
Location: Toronto, ON -  Bloor St W @ Bay St
Pay Rate: $18.00/hr (paid weekly)
Hours of Work: Monday to Friday  8:30am to 6:30pm
Contract Duration: 6 months, with possibility of extension

Must have good credit history and clear criminal record

Job Responsibilities:

  • Provide Excellent Customer Service 
  • Process all transactions accurately and in timely manner. 
  • Provide professional and courteous service at all times to both internal and external clients. 
  • Ensure service is maintained as per Service Level Agreements and Internal service delivery standards. 
  • Ensure that we are meeting our CiCEI goals and SLA requirements for phone calls, by picking up all calls that come to each individual’s line. 
  • Adhere to Firm and Industry regulations and policies for all transactions.
  • Escalation of issues where necessary. 
  • Identify opportunities for improvements in service delivery and processes. 
  • Support process initiatives. 
  • Ensure documents are completed accurately and filed for properly and ensuring privacy of client information. 
  • Ensure the Industry and Firm regulations and operating practices are met for all transactions completed. 
  • Complete investigations accurately and in timely manner and identify process gaps. 
  • Participate fully as a member of the team, promote effectiveness and contribute to a positive work environment. 
  • Participate and complete development activities. 
  • Ensure adherence to HR policies, and industry code of conduct. 
  • Share and work with peers to develop and improve process that will assist in day to day transactions and productivity 

Job Requirements:

  • Typing Speed of 60 WPM minimum.
  • Advanced excel knowledge (formulas required, pivot tables)
  • Exceptional English speaking and communication skills
  • High accuracy
  • Attention to detail
  • Quick Learner
  • Flexibility and capability to take on various tasks 
  • CDS / DTC system knowledge and CSC considered an asset .
  • Previous programming experience required (VBA or other programming languages, with examples of projects) 
  • A working knowledge of Cash Management. 
  • Sound Knowledge of CPA. 


  • University Graduate

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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