Wealth Operations Officer

Posted on: 2020/09/15 | Job ID: 101992

TalentWorld is currently looking for a reliable candidate for Wealth Operations Officer (Banking) position in Toronto for its Client, a leading Canadian bank.


The Wealth Operations Officer must have a good credit history and a clear criminal record.


The Wealth Operations Officer is responsible for the timely and accurate processing of relevant transactions. This encompasses both financial and non-financial activities.


Wealth Operations Officer Responsibilities

  • Strong skills in data entry within macros, running macro

  • Creating tickets to the partners to let them know what the deficiencies are

  • Process transactions accurately and on time

  • Escalate processing issues where necessary to ensure a high level of service is maintained

  • Own, escalate and resolve issues with the focus of client service excellence, exceeding expectation and creating a legendary client experience.

  • 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

  • Contribute to the success of the team by willingly assisting peers in the performance and completion of assigned duties.
    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

  • 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


Wealth Operations Officer Qualifications

  • Quick learner and time management skills

  • Adaptable in a fast paced environment

  • Computer savvy – Microsoft Excel and Word, Intermediate Excel skills

  • Strong Communication skills

  • Reliable attendance, punctual

  • Banking experience is an asset

Employment Conditions:

  • Opportunity Number: 101992
  • Location: Toronto  
  • Hours: 8:30 AM to 5:30 PM  
  • Contract Duration: 6 months
  • Pay Rate:  $17.34/hr


Interested in the Wealth Operations Officer role in Toronto?

Please apply through our career website directly.

About TalentWorld

TalentWorld is an equal-opportunity employer and we are proud to offer jobs in environments where diversity is embraced. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status (race, color, religion, gender, sexual orientation, national origin, age, marital or veteran status, disability or any other protected status).

TalentWorld is a full-service recruitment and staffing agency and offers quality contract, temporary, temporary-to-permanent and permanent jobs from some of Canada’s top companies. TalentWorld recruiters know how to match candidates to the right positions in stimulating fields and industries such as: customer service and sales, administrative support, accounting and banking, information technology, call center, industrial, logistics and others. Our experienced recruiters will meet all considered candidates to ensure the best match possible. TalentWorld is dedicated to finding the best jobs for our talented candidates.

Accommodations are available upon request to support your participation during all stages of the recruitment process.        

Apply now!