Wealth Operations Specialist

Adecco is currently hiring a Wealth Operations Specialist to join a busy team in Waterloo, ON. You will support affiliated CPA firms and Wealth Management Partners by delivering exceptional operational and client service support.

You will assist with account administration, transfers, registered plans, tax reporting, and process improvement initiatives while maintaining a high level of accuracy and service excellence.

• Pay Rate: $25/hour

• Location: Waterloo, ON

• Shift: Tuesdays and Thursdays | 8:30 AM - 4:30 PM

• Job type: Temporary with possibility of permanence | Part-time

• Vacancy Status: This posting is for an existing vacancy.

Here's why you should apply:

• Paid weekly accurate and on time

• Strong health and safety programs

• Medical and dental benefits once qualified

• Free training programs

• New and quicker onboarding process

Responsibilities:

• Support CPA firms and Wealth Management Partners with account administration and operational requests.

• Process account openings, withdrawals, contributions, transfers, account maintenance, and tax-related activities.

• Respond to inquiries and resolve operational issues accurately and efficiently.

• Act as a first point of escalation for operational and service-related matters.

• Support workload prioritization, service delivery, and process improvement initiatives.

• Assist with training, onboarding, and operational guidance for partners and team members.

• Maintain strong relationships with internal stakeholders and external partners.

• Identify opportunities to improve operational processes and client experience.

Qualifications and Skills:

• Diploma or degree in Business Administration, Finance, or a related field.

• Minimum 2 years of Wealth Management or Investment Operations experience.

• Knowledge of account opening, account maintenance, and client account activity.

• Experience with registered accounts including RRSPs, RRIFs, TFSAs, contributions, and withdrawals.

• Understanding of asset transfers, including cash and in-kind transfers.

• Knowledge of tax reporting requirements within wealth management.

• Canadian Securities Course (CSC) considered an asset.

• Strong communication, organization, problem-solving, and time management skills.

• Ability to manage multiple priorities in a fast-paced environment.

• Must be legally eligible to work, and reside in Canada

Are you interested in this position? Apply now! Our dynamic team of recruiters will reach out if you qualify for this role.

At Adecco our purpose is simple: to make the future work for everyone. We live our values, Passion, Collaboration, Inclusion, Courage, and Customers at Heart, by fostering a workplace where diversity is celebrated and every voice matters. We encourage applications from individuals of all backgrounds and identities. Together, we're making the future work for everyone.

Please reach out to learn how the Aspire Academy can upskill you into your next role.

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