Wealth Operations Officer

Toronto, Ontario | Temporary

Job ID: 60122 Industry: Brokerage/Finance

Our client, a leading Canadian banking institution, is looking for a Wealth Operations Officer to join their team on a 1 year contract.

Pay Rate: $ 18.00 Hour
Location:  Downtown, Toronto (Bay and Bloor)
Duration:  1 year  Hours: 8:30am to 5:00pm, Monday to Friday   

Clear Criminal Record and Good Credit Score Required


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 Requirements:

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 

Other Skills/Qualifications: 
Position requires an individual who possesses the following skills: 

Intermediate to Advanced proficiency in Microsoft Office Suite, advanced macros, vlook-up, pivot table-Excel
Advanced Keyboarding 
Post-Secondary education required (University degree an asset) 
Successful completion of the Investment Funds Institute of Canada (IFIC) and/or Canadian Securities Course (CSC) an asset 
Proficiency in SEI, SMS, Electronic Imaging Services (EIS) an asset 
Working knowledge of the securities industry, including product knowledge of account types and their functionality an asset 
Proven Telephone etiquette – Call Centre experience an asset 
Proficiency in spoken and written communication 
Commitment to client service excellence 
 

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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