Talent.com
CB Canada
Wealth Operations OfficerCB Canada • Toronto, Ontario, Canada
Wealth Operations Officer

Wealth Operations Officer

CB Canada • Toronto, Ontario, Canada
Il y a plus de 30 jours
Salaire
150,00 $CA par jour
Type de contrat
  • Temps plein
Description de poste

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

Créer une alerte emploi pour cette recherche

Wealth Operations Officer • Toronto, Ontario, Canada

Offres similaires

Remote Major Gifts Officer Position

Canadian Partnership for Women and ChildrenToronto, Ontario, Canada
Télétravail
Temps plein

Join a mission-driven team as a Remote Major Gifts Officer.Focus on securing donations above $10,000 through strategic relationship-building with prospective donors.In this collaborative role, cand... Voir plus

 • Offre sponsorisée

Fundraising & Development Officer

Daughters For Life FoundationToronto, Canada
Temps plein

Position Overview The Fundraising & Development Officer plays a vital role in advancing the Daughters for Life Foundation’s mission to empower young women from the Middle East through access to... Voir plus

 • Offre sponsorisée

Major Gifts Officer - Hybrid | Donor Growth & Impact

Wellspring AlbertaToronto, Ontario, Canada
Temps plein

A charitable organization in Toronto seeks a skilled fundraising professional to join their committed team.Responsibilities include setting and meeting major gift targets, cultivating donor relatio... Voir plus

 • Offre sponsorisée

Wealth Operations Supervisor, Transfers

AvisoToronto, ON, CA
Temps plein

A leading wealth management organization in Toronto is seeking a Supervisor, Transfers to lead its Operations team.This role involves overseeing the Transfers Team, managing operations, coaching st... Voir plus

 • Offre sponsorisée

Experienced Banking Officer for Wealth Management Service Team

BMO Financial GroupToronto, ON, CA
Temps plein

Shape exceptional client interactions as a Banking Officer in Wealth Management.Deliver knowledgeable service while identifying needs and ensuring compliance in banking operations.This role focuses... Voir plus

 • Offre sponsorisée

Operations Officer

0000050007 Royal Bank of CanadaToronto, ON, CA
Temps plein

What is the opportunity? The selected candidate will be responsible for the fulfillment of transactions within Investment Transfers.You will utilize your excellent communication skills to address t... Voir plus

 • Offre sponsorisée

Fundraising & Development Officer

Daughters for Life FoundationToronto, Ontario, Canada
Temps plein

Position Overview The Fundraising & Development Officer plays a vital role in advancing the Daughters for Life Foundation’s mission to empower young women from the Middle East through access to qua... Voir plus

 • Offre sponsorisée

Wealth Management Bsa

Tata Consultancy ServicesToronto, Canada
Temps plein

Tata Consultancy Services (TCS) is an equal opportunity employer and embraces diversity in race, nationality, ethnicity, gender, age, physical ability, neurodiversity, and sexual orientation, to cr... Voir plus

 • Offre sponsorisée

Operations Officer II- #26-11295 - US Tech Solutions

US Tech Solutionstoronto, on, ca
Temps plein

Duration: 6 Months + Extension.As an Operations Officer II, you will provide high-level administrative and operational support to internal stakeholders, ensuring insurance-related documents and req... Voir plus

 • Offre sponsorisée

Wealth Operations Associate

IG Wealth ManagementToronto, ON, CA
Temps plein

A leading financial advisory firm in Toronto is seeking a disciplined individual to provide administrative support.Responsibilities include processing client trades, maintaining accurate client fil... Voir plus

 • Offre sponsorisée

Senior Wealth Operations Officer - C$52,700 - C$74,400 A Year

TdToronto, Canada
Temps plein

Supports wealth operations, executes transactions, monitors workflow, and ensures service level agreements are met. Voir plus

 • Offre sponsorisée

Remote Major Gifts Officer — Donor Growth & Impact

Canadian Partnership for Women and ChildrenToronto, ON, CA
Télétravail
Temps plein

An international development organization is seeking an experienced Major Gifts Officer to strengthen donor relationships for fundraising.The ideal candidate will have significant experience in maj... Voir plus

 • Offre sponsorisée

Wealth Operations Specialist - Complex Accounts & Estates

Richardson Wealth LtdToronto, ON, CA
Temps plein

A leading wealth management organization in Toronto is seeking a Complex Account & Estate Service Specialist to support investment advisors.The role involves acting as a central contact for complex... Voir plus

 • Offre sponsorisée

Development Officer

Institute for Advancements in Mental HealthToronto, Canada
Temps plein +1

Position:Development OfficerReports To:Director, Philanthropy and PartnershipsDirect Reports:NASalary Range:$50,000–$70,000, commensurate with experience and qualificationsStatus:Full-time, permane... Voir plus

 • Offre sponsorisée

Organizational Development Specialist (Monitoring & Evaluation)

Cuso InternationalMarkham, Ontario
Permanent

This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.This placement offers a unique opportunity to collaborate with our partner, the Private Sect... Voir plus

 • Offre sponsorisée

Wealth Management Associate

Morgan McKinleyGreater Toronto Area, Canada, Canada
Temps plein

On behalf of our client, a growing independent wealth management and financial planning firm based in Toronto, we are looking for a.This is an exciting opportunity for someone who enjoys being the ... Voir plus

 • Offre sponsorisée

Wealth Operations Officer II

TD BankToronto, Ontario, Canada
Temps plein

Nous et certains tiers sélectionnés utilisons des technologies et des outils de suivi (témoins) pour recueillir des renseignements sur votre utilisation de ce site Web.Les témoins essentiels soutie... Voir plus

 • Offre sponsorisée

Wealth Management Operations Associate

RBCToronto, ON, CA
Temps plein

Be part of a high-performing team as a Wealth Management Operations Associate focused on banking and client support.Handle inquiries, process accounts, and meet workload demands effectively.Wealth ... Voir plus

 • Offre sponsorisée

Donor Relations Officer, MLSE Foundation

Maple Leaf Sports & EntertainmentToronto, ON, CA
Temps plein

At Maple Leaf Sports & Entertainment Partnership (MLSE), we exist to deliver the ultimate fan experience by lifting trophies, spirits, and communities – united as one.We are a team of passionate pe... Voir plus

 • Offre sponsorisée

Wealth Associate (On-Site)

National BankRichmond Hill, Ontario
Temps plein +2

A 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 wealth advisors to stand out ... Voir plus