Position Overview
Join a dynamic Wealth Operations team as an Operations Officer II at a leading financial institution in Downtown Toronto. This contract position prioritizes accuracy in processing financial transactions, including RSPs and TFSAs.
With a strong emphasis on collaboration, this 11-month role provides comprehensive training and potential for contract extension. Applicants should have a solid background in financial or banking customer service, along with advanced Excel skills. Your responsibilities will include executing client transactions and ensuring compliance with strict regulations.
Key Responsibilities:
• Process financial transactions while ensuring data integrity
• Manage and prioritize workloads under SLA pressures
• Utilize advanced Excel for system management
• Maintain compliance by managing risk compliance
• Engage in team huddles for project updates
Requirements:
• 2-4 years of relevant professional experience
• Strong proficiency in advanced Ex...