Job Description
Department Overview – Size, Structure, Team Culture
Currently, 30+ on team and expanding. Team located in Vancouver and Toronto.
At the heart of our team is a commitment to precision, collaboration, and client-centric excellence. We thrive in a dynamic, fast-paced environment where every team member plays a critical role in ensuring seamless account setup and documentation processes for our wealth management clients.
Daily Responsibilities – A Typical Day in the Life
Review incoming requests (e.g., client documentation updates, or advisor-initiated changes) in the queue.
Data Entry & Verification: Process client information (e.g., KYC details, tax forms, investment preferences) into systems, ensuring accuracy and compliance with regulatory standards. Cross-check data against source documents.
Scrutinizing documents to prevent errors that could delay account activation.
Verify adherence to policies and regulatory requirements (e.g., AML, privacy laws). Flag potentia...
Currently, 30+ on team and expanding. Team located in Vancouver and Toronto.
At the heart of our team is a commitment to precision, collaboration, and client-centric excellence. We thrive in a dynamic, fast-paced environment where every team member plays a critical role in ensuring seamless account setup and documentation processes for our wealth management clients.
Daily Responsibilities – A Typical Day in the Life
Review incoming requests (e.g., client documentation updates, or advisor-initiated changes) in the queue.
Data Entry & Verification: Process client information (e.g., KYC details, tax forms, investment preferences) into systems, ensuring accuracy and compliance with regulatory standards. Cross-check data against source documents.
Scrutinizing documents to prevent errors that could delay account activation.
Verify adherence to policies and regulatory requirements (e.g., AML, privacy laws). Flag potentia...
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