Wealth Operations Officer

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