Wealth Operations Officer (Banking)

Toronto, ON

Employment Type: Temporary Industry: Accounting Job Number: 65162

Our client, one of the five leading Canadian banks, is looking for a Wealth Operations Officer to join our team for one-year contract!

Opportunity Number: # 65162
Location:  Bloor st @ Bay st
Pay Rate: $17.34/hour (Paid Weekly)
Contract Duration: 1 year
Hours of Work: Monday to Friday 9 am - 5 pm, overtime or weekends maybe required

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:

  • Process transactions accurately and on time
  • Escalate processing issues where necessary to ensure a high level of service is maintained
  • 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
  • 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

Internal Practices & Processes

  • Prioritise 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:

  • 2-4+ yrs experience as an Operations Officer (or similar experience)
  • 2-4+ yrs experience from Banking industry
  • Knowledge of Retail Banking (i.e. Product knowledge of account types & functionality)
  • Proficient with MS Office including Excel
  • Former big 5 banking experience is an asset


  • High school education required
  • Post-secondary education is preferred


To Apply:

Please click Apply Online or submit your resume by email to: BMRresume@bagg.com

View all 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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