Wealth Operations Officer Job in Toronto, ON - Adecco
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Job Summary
Wealth Operations Officer
Location: Toronto, ON Category: Accounting & Finance
Status: Temporary/Contract Reference: CA_EN_1_026602_11334162
Posted: September 02,2016 Salary: $16 - $16 Hourly

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Adecco is currently hiring for contract Wealth Operation Officer jobs in Toronto, Ontario. To qualify for this role, you must have at three years telephone customer service experience and excellent communication skills, prefers candidates who have previous experience in banking and finance. This is a one year contract and the pay rate for this position is $16.00 per hour.

Wealth Operation Officer Job Requirements:
•Process transactions accurately and on time
•Escalate processing issues where necessary to ensure a high level of service is maintained
•Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
•Identify opportunities to improve service delivery and support process improvement initiatives
•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
•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

Wealth Operation Officer Qualifications:
•Intermediate to Advanced proficiency in Microsoft Office Suite
•Must have three plus years of telephone customer service experience
•Advanced Keyboarding
•Post-Secondary education required (University degree an asset)
•Successful completion of the Investment Funds Institute of Canada (IFIC) and/or Canadian Securities Course (CSC) an asset
•Proficiency in CIF, Electronic Imaging Services (EIS) an asset
•Working knowledge of the securities industry, including product knowledge of account types and their functionality an asset
•Proficiency in spoken and written communication
•Commitment to client service excellence

If you are interested in the Wealth Operation Officer jobs in Toronto, Ontario, please click the ¿Apply Now¿ button below.



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**Note: Accommodation will be provided in all parts of the hiring process as required under Adecco’s Employment Accommodation policy. Applicants will need to make their needs known in advance to their Adecco representative.**