Wealth Operations Officer (Banking)

Toronto, Ontario

Employment Type: Temporary Industry: Accounting Job Number: 65515

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

Location: Toronto
Pay Rate: $18.00/hr (Paid Weekly)
Contract Duration: 1 year (with the possibility of extension)
Hours of Work: Rotational schedule of Monday to Friday shifts between 8:30 am to 5:00 pm

Must have good credit history and clear criminal record

Job Description:

The main function of the Wealth Operations Officer is responsible for the timely and accurate processing of transactions. This encompasses both financial and non-financial activities. Provides continuity of service to all clients and business partners in order to maintain or exceed our Service Level Agreement commitments and create a Legendary Client Experience.

Job responsibilities:

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
  • 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 accurately
  • Assist in analysis, development, testing, and implementation of operating and process improvements

Job Requirements:

  • Must demonstrate attention to detail and accuracy
  • Advanced knowledge and skills in Microsoft Excel – will be using 100% of the time – need to run macros for each request – need to be able to manipulate macros/troubleshooting. Need to have proven experience with examples for interviews
  • Demonstrate strong typing skills – no WPM required but must be quick
  • Demonstrate strong communication – strong English skills
  • Knowledge of internal banking system is an asset
  • Previous banking experience is an asset


  • Post-secondary preferred
  • 2-4 years of related experience
  • Open to new grads

To Apply:

Please click Apply Online or submit your resume by email to: MFEresume@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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