Canada

Wealth Operations Officer II Contract Role (Toronto)

Wealth Operations Officer II Contract Role (Toronto)
Description
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 qualified experience - Strong proficiency in advanced Excel, including Macros - Education in Finance or Business is an asset - Experience in financial institutions or call centers - Customer-centric approach to service delivery Drive your career forward in a role that combines technical skill with customer focus. Apply on Kit Job: kitjob.ca/job/2pr7iq
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Wealth Operations Officer II Contract Role (Toronto) has been posted in the Toronto Administrative & Support category on Locanto.

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