Wealth Operations Officers

🌟 Hiring Alert: Wealth Operations Officers needed! 🌟

Good afternoon, network!

One of our top banking clients in Canada is in need of your expertise in Wealth Operations!

We are looking to hire Wealth Operations Officers to be part of their Wealth Management department. This role is related to transactions within registered accounts/non registered accounts, such as RRSPs, and deadlines associated with these accounts.

Day to Day Summary:
You are responsible for processing. Each agent will get a set number of items to work on. You may be auditing a file, entering data/input into a system, going through ticketing system, etc. You will have set tasks / productivity to do daily. You are also also doing some data entry work and will track requests coming in (what types of requests, is it escalations, general questions, general audit, etc.).

This is not a customer facing role but you will be talking to internal teams and other business support groups.

The Role:
• Provides end-to-end support to banking clients regarding mutual funds, ETFs, segregated funds, term investments, and savings products for internal and external stakeholders
• Delivers operational processes and provides after-sales support to the personal wealth and asset management businesses and stakeholders
• Areas of operational expertise include Broker/Dealer and Private Bank support, Asset Management, Investment Funds, and Life Insurance.

Must Haves:
• Is currently residing in Canada and can go to Toronto
• Wealth management/investments in a back office environment
• Proficient in MS Office
• Strong soft skills

If you are interested, please send your resume to ctabora@teksystems.ca