Operations Analyst

3 weeks ago

Toronto, Ontario, Canada Disability Solutions Full time
Job Title: Operations Analyst

We are seeking a highly skilled Operations Analyst to join our team at CWB Wealth Management. As an Operations Analyst, you will play a critical role in ensuring the accuracy and integrity of client accounts, as well as providing exceptional client service.

Key Responsibilities:
  • Primary operational contact for teams directly servicing and supporting clients
  • Execute operational activities ensuring internal control structures and oversight are in place for data integrity
  • Implement reconciliations as an operational control of processes, audit requirements, and data integrity
  • Action data, error, and troubleshooting investigations through to resolution
  • Collaborate to ensure client data issues are identified and addressed in a timely manner
  • Test data throughout vendor system changes and ensure the client impact is fully documented
  • Create and keep standard operating procedures up to date
  • Collaborate with PMs and Client Service Managers to ensure we are addressing client data concerns
  • Generate store quarterly client reports, year-end tax packages, and additional reports upon request
  • Update procedures and develop new ones for optimal client experience from a data access and accuracy standpoint
  • Troubleshoot, data output, and reporting deficiencies and errors
  • Be a super user for all applications to provide training and support to new and current operations team members
  • Support with various projects to ensure overall success of operations
Requirements:
  • Post-secondary degree in accounting, finance, or business - equivalent experience considered
  • Canadian Securities Course completion or equivalent would be an asset
What We Offer:

We offer a comprehensive benefits package, including health coverage, flexible wellness program, and generous time-away options. We believe in investing in our people and providing opportunities for growth and development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply.

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