Wealth Operation Officer Iii

3 months ago


Toronto, Canada Robertson and Company Full time

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Introduction: Prime Hires is seeking a skilled Wealth Operation Officer with two years of operations experience to join our client.

Contract Dates: 5 months with potential to extend or convert
Pay Range: $24 per hour
Business Hours: Monday to Friday (Hybrid)

Job Responsibilities:

- **Client Account Management**: Oversee the setup and maintenance of client accounts, ensuring accurate documentation and compliance with regulatory requirements. Provide exceptional service by addressing client inquiries and resolving issues promptly
- **Transaction Processing and Reconciliation**: Manage the processing of financial transactions, including trades and fund transfers, ensuring timely execution and accuracy. Conduct regular reconciliations of accounts to identify discrepancies and implement corrective actions
- **Data Analysis and Reporting**: Analyze financial data to support investment strategies and operational efficiency. Generate reports for senior management and clients, providing insights into portfolio performance and operational metrics

Experience & Qualification Requirements:

- MS Office (Outlook, Word, Excel)
- MS SharePoint and document management
- Tracking deliverables
- 2 years of Operations experience

Personal Attributes:

- Excellent communications skills (written and verbal)
- Adaptable, organized and quick learner
- Strong attention to detail and accuracy
- Well organized and able to prioritize tasks

**_**ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS**_**

**How to Apply**: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Prime Hires & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.



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