Senior Operations Administrator

Is this role right for you?

In this role you will:

• Authorize withdrawals of cash and/or securities from client’s accounts in accordance with established policies and procedures
• Approve the transfer of money and securities between accounts
• Review transaction requests and any accompanying documentation to ensure accuracy and completeness prior to processing said items
• Provide continuing education for the Sales force, identify problems, and ensure appropriate follow-up
• Review and approve foreign currencies conversions
• Complete sundry duties as assigned

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• Post Secondary Education & the completion of the Canadian Securities Course is preferred
• Experience in the Financial services industry is preferred
• A solid understanding of the wealth management business
• Experience working with Microsoft Office, WORD, and Excel
• The ability to work independently and multi-task in a team-oriented environment
• An ability to work well under pressure
• Strong attention to detail with a focus on accuracy
• Excellent problem-solving skills
• Excellent verbal and written communication skills