Wealth Transaction Processing Officer (Banking)

Toronto, Ontario

Employment Type: Temporary Industry: Accounting Job Number: 65345

Our client, one of the five leading Canadian banks, is looking for a Wealth Operations Officer (Banking) to join our Toronto team for 1-year months contract!

Opportunity Number: #65345
Location:  Toronto, ON. Bay st @ Bloor st
Pay Rate: 17.34/ hr (Paid Weekly)
Contract Duration: 1 year (with the possibility of extension)
Hours of Work: Monday to Friday, 8:30 am – 5:00 pm

Must have good credit history and clear criminal record

Job Description:

The Wealth Operations Officer is responsible for the timely and accurate processing of transactions. This encompasses both financial and non-financial activities not limited to new account openings, account administration and maintenance, account transfers, and trade processing for dealers/brokers both internal and external to the bank.

  • 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
  • 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
  • Prioritize and manage own workload to meet SLA requirements for service and productivity
  • 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:

  • Working knowledge of the mutual fund industry, including product knowledge of account types and their functionality
  • Commitment to client service excellence
  • Highly motivated
  • Excellent communication ability to talk to all level of stakeholders
  • Time management
  • Ability to see task to completion
  • Quick learner
  • Successful completion of the Investment Funds Institute of Canada (IFIC) and/or Canadian Securities Course (CSC) an asset
  • Proficiency with Prime base, SMS, Electronic Imaging Services (EIS), and Microsoft Office Suite an asset
  • Bilingual French and English preferred


  • Post-secondary education required (University degree preferred)
  • Banking experience; ideally brokerage (2 to 4) years

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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