Wealth Operations Officer

Toronto, Ontario

Employment Type: Temporary Industry: Administrative/Office Support Job Number: 60753

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

Job Number: #60753
Pay Rate: $17.50/Hr
Location: 77 Bloor Street, Toronto
Duration: 6 Month Contract 
Hours:  Mon-Fri 
10:00am - 6:30 pm (The first three weeks is training weeks, schedule is Mon-Fri 10:00am - 2:00pm)

Must have good credit score and clear criminal record

Job Responsibilities: 
Prioritize 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 

Minimum 2-4 years experience as a customer service/operations officer working with clients over the phone.
• Excellent verbal and written communication skills.
• Organized and strong attention to detail.
• Previous experience with mutual funds is an asset.
• Proficiency with mvest, ISD400, ISM, CDS/DTC, or VBA knowledge is a great asset.
• Sound knowledge of the wealth management industry, including product knowledge of account types and their functionality is a great asset.

Post-Secondary education required; Business related major is an asset.
• Canadian Securities Course (CSC) is an asset.

To apply, please click Apply Online or submit your resume by email to: 
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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