Wealth Operations Officer
3 weeks ago
Service Officer
On behalf of our client in the Banking Sector, PROCOM is looking for a Service Officer.
Service Officer – Job Description
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
Service Officer – Mandatory Skills
Working knowledge of wealth management industry, including product knowledge i.e., different account types and their functionality
Commitment to client service excellence
High level of attention to detail required
Excellent interpersonal skills with the ability to build relationships with teams and partners
Must be highly motivated with excellent organizational and time management skills.
Exceptional verbal and written communication skills
Ability to work independently and manage multiple tasks at once
Ability to accurately document and record customer/client information
Commitment to client service excellence
High level of attention to detail required
Excellent interpersonal skills with the ability to build relationships with teams and partners
Must be highly motivated with excellent organizational and time management skills
Exceptional verbal and written communication skills
Ability to work independently and manage multiple tasks at once
Ability to accurately document and record customer/client information
Commitment to client service excellence
Post-Secondary education required/University degree is preferred
Working knowledge of wealth management industry, including product knowledge of account types and their functionality
Excellent verbal and written communication skills, attention to detail, and excellent interpersonal skills
Ability to work independently and manage multi tasks at once
Ability to accurately document and record customer/client information
Commitment to client service excellence
Excellent interpersonal skills with the ability to build relationships with the team and partners
Previous financial/banking experience
High school education required with 1-3 years' experience
Post - secondary preferred (accounting, and business-related field)
2-4 years of related experience
Service Officer - Nice to Have Skills
Successful completion of the Canadian Securities Course (CSC) is an asset
Creating Macros, experience with VBA
Knowledge of ISM/Baycom/CIF/EATS/EIS/Microsoft Office/Transfer process will be an asset
Post-Secondary education required/University degree is a must, Business related major is an asset
Successful completion of the Canadian Securities Course (CSC) is an asset
Knowledge of ISM/Baycom/CIF/EATS/EIS/Microsoft Office/Transfer process will be an asset
Business related major is an asset
Service Officer - Assignment Start Date
ASAP – 9 months to start
Service Officer - Assignment Location
Toronto, ON – Work Hybrid
-
Registrations Officer
5 days ago
Toronto, Canada Aviso Wealth Full time**Aviso Wealth**: **The Opportunity**: We’re looking for a Registrations Officer to join our Registrations team. This can be a remote role, however for those who would like to come into the office we are at 151 Yonge St, Toronto, ON. Reporting to the Manager, Registrations the Registrations Officer is responsible for all aspects of registration,...
-
Wealth Ops. Officer Iii
7 days ago
Toronto, Canada TD Bank Full time**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Wealth Operations team enable resources for...
-
Wealth Ops. Officer Iii
7 days ago
Toronto, Canada TD Bank Full time**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **The Wealth Operations **team enable resources...
-
Wealth Ops. Officer Iii
4 weeks ago
Toronto, Canada TD Bank Full time**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **The Wealth Operations **team enable...
-
Chief Compliance Officer
4 weeks ago
Toronto, Ontario, Canada Nest Wealth Full timeWe're building our Nest Where you'll be: Working remotely, anywhere in Canada (in EST)Your Role: Chief Compliance OfficerReporting to: Randy Cass, CEOWho We Are:Founded in 2014, Nest Wealth created Canada's first SaaS-based digital wealth management platform to ensure investors have access to sophisticated, personalized, and transparent wealth management...
-
Wealth Administrator
3 weeks ago
Toronto, Canada Fidelity Investments Full timeDescription This is a hybrid role with a mix of remote and in-office working Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to...
-
Wealth Office Practice Leader
4 weeks ago
Toronto, Canada Mercer Full timeMercer’s Wealth practice is looking for an **Office Practice Leader** to lead our Toronto practice! **What can you expect?** - You’ll contribute to the ongoing success of a leading consulting and investment firm with deep expertise in retirement and investments. - You’ll join a dynamic, collaborative and inclusive culture with experienced,...
-
Operations Officer II
3 weeks ago
Toronto, ON, Canada TalentWorld Full timeJoin our dynamic team as a Wealth Operations Officer I I where you'll play a crucial role in ensuring the seamless execution of day-to-day responsibilities. If you thrive in a fast-paced environment, possess excellent analytical skills, and have a keen eye for detail, we want to hear from you! If you meet these qualifications, we have an exciting...
-
Operations Officer II
4 weeks ago
Old Toronto, Canada TalentWorld Full timeJoin our dynamic team as a Wealth Operations Officer II where you'll play a crucial role in ensuring the seamless execution of day-to-day responsibilities. If you thrive in a fast-paced environment, possess excellent analytical skills, and have a keen eye for detail, we want to hear from you! If you meet these qualifications, we have an exciting opening...
-
Operations Officer II
3 weeks ago
Old Toronto, Canada TalentWorld Full timeJoin our dynamic team as a Wealth Operations Officer II where you'll play a crucial role in ensuring the seamless execution of day-to-day responsibilities. If you thrive in a fast-paced environment, possess excellent analytical skills, and have a keen eye for detail, we want to hear from you! If you meet these qualifications, we have an exciting opening...
-
Operations Officer II
3 weeks ago
Old Toronto, Canada TalentWorld Full timeJoin our dynamic team as a Wealth Operations Officer II where you'll play a crucial role in ensuring the seamless execution of day-to-day responsibilities. If you thrive in a fast-paced environment, possess excellent analytical skills, and have a keen eye for detail, we want to hear from you! If you meet these qualifications, we have an exciting opening...
-
Wealth Office Practice Leader
4 weeks ago
Toronto, Canada Marsh McLennan Companies Full timeDescription: Mercer’s Wealth practice is looking for an Office Practice Leader to lead our Toronto practice! What can you expect? You’ll contribute to the ongoing success of a leading consulting and investment firm with deep expertise in retirement and investments. You’ll join a dynamic, collaborative and inclusive culture with...
-
Wealth Advisor Administrative Assistant
3 weeks ago
Toronto, Canada DUCA Financial Services Credit Union Ltd. Full time**Wealth Adv**isor Administrative Assistant** **Job Purpose & Summary** The Wealth Advisor Administrative Assistant will work closely with and support a group of Wealth Advisors in all aspects of DUCA’s Wealth Management program, including but not limited to servicing existing Members (clients) and business development. The Wealth Advisor Administrative...
-
Marketing Coordinator, Temporary
4 weeks ago
Toronto, Canada Aviso Wealth Full time**Aviso Wealth**: **The Opportunity**: We’re looking for a Marketing Coordinator to join our Marketing Operations Team for a 12 month contract. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON. Reporting to the Director, Marketing Operations, the Marketing Coordinator will...
-
Wealth Associate
1 week ago
Toronto, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in...
-
Business Process Analyst
4 weeks ago
Toronto, Canada Aviso Wealth Full time**Aviso Wealth**: **The Opportunity**: We’re looking for a Business Process Analyst to join our Business Management team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 151...
-
Senior Operations Officer
2 weeks ago
Toronto, Canada Scotiabank Full timeAs a Senior Operations Officer, Client Onboarding, you will be responsible for providing oversight/control of client account opening and maintenance documents, to help reduce risk with applicable regulating bodies. Is this role right for you? In this role you will: Review documentation for completeness and accuracy, analyze and approve/reject requests...
-
Trade Services Administrator
3 days ago
Toronto, Canada Aviso Wealth Full time**Aviso Wealth**: **The Opportunity**: We’re looking for a Trade Services Administrator to join our Trade Services team on a 6 month contract. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge Street, Toronto, ON. Reporting to the Supervisor, Trade Services the Trade Services Administrator...
-
General Application
4 weeks ago
Toronto, Ontario, Canada Nest Wealth Full timeAre you passionate about transforming the digital wealth management space but don't see anything that matches your skillset? We'd still be thrilled to hear from you Nest Wealth Core Values:Problem-Solving: We think creatively to solve a new problem even if we might not have all the information.Tenacious: We stick with a problem until it's resolved. We are...
-
Portfolio Manager
1 week ago
Toronto, Canada Royal Bank of Canada Full time**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...