Banking Associate-Wealth Management

Are you experienced in banking operations and looking for a dynamic role? Apply Now!

Working with one of our top financial clients, this role calls for a Banking Associate-Wealth Management. This position offers an excellent opportunity to join a collaborative team and contribute to high-volume transaction processing within a leading financial institution.

Pay rate range (CAD): $17.60/hr – $24.88/hr

Responsibilities

Support the wealth line of business with cash in and cash out requests
Process high-volume transactions on various banking applications
Ensure SLA adherence and accurate processing of requests
Review documents meticulously, maintaining high attention to detail
Manage and update Excel spreadsheets efficiently
Communicate effectively with internal teams to coordinate tasks
Participate in daily team meetings and collaborate on workflow improvements
Desired Skill-Set

4 years of banking or financial services experience
Customer service experience demonstrating communication skills
Proficiency in Microsoft 365 applications: Outlook, Word, Excel
Experience managing large datasets and spreadsheets with accuracy
Strong attention to detail and ability to meet SLAs
Nice to Have

Prior experience working in high-volume, SLA-driven environments
Knowledge of wealth management processes
Ability to work in a fast-paced, team-oriented setting
Previous experience handling back-office banking tasks