Wealth Operations Officer in Downtown Toronto!!

Industry

Banking

Advert ID

CAN_458389

Location

Toronto

Job Type

Contract

Hours

Full-Time

Salary Range

Based on Experience

No. of Openings

1

Branch Information

Manpower Canada - (CAN) 4950 Yonge Street Suite 700 ON Toronto , ON M2N 6K1

Branch Phone Number

877-876-7331

Job Description

We are currently looking for a Wealth Operations Officer for one of our clients in the banking industry in Downtown Toronto!!!



The Cash Management Department is responsible for all Client Cash movements for TD Wealth business lines.



RESPONSIBILITIES INCLUDE (but are not limited to):



* Provide Excellent Customer Service

* Process all transactions accurately and in timely manner.

* Provide professional and courteous service at all times to both internal and external clients.

* Ensure service is maintained as per Service Level Agreements and Internal service delivery standards.

* Adhere to Firm and Industry regulations and policies for all transactions.

* Escalation of issues where necessary.

* Identify opportunities for improvements in service delivery and processes.

* Support process initiatives.

* Ensure documents are completed accurately and filed for properly and ensuring privacy of client information.

* Ensure the Industry and Firm regulations and operating practices are met for all transactions completed.

* Complete investigations accurately and in timely manner and identify process gaps.

* Participate fully as a member of the team, promote effectiveness and contribute to a positive work environment.

* Participate and complete development activities.

* Ensure adherence to HR policies, and industry code of conduct.

* Share and work with peers to develop and improve process that will assist in day to day transactions and productivity



MUST HAVE:



* A working knowledge of Cash Management.

* Sound Knowledge of CPA.

* Excellent written and verbal communication skills

* Strong Knowledge of Excel and Word.

* Advanced computer and typing skills. (formulas, pivot tables)

* Detail oriented and ability to work within deadlines.

* Organized and ability to analyze and solve problems.

* Team-oriented



NICE TO HAVE SKILLS:



* CDS / DTC system knowledge and CSC.

* Previous programming experience required (VBA or other programming languages, with examples of projects)



WORKING HOURS: 8:30am to 5:00pm



WORKING LOCATION: Toronto



PAY RATE: $18.00/hour



LENGTH: 6 months contract!