Job Description
Our client, one of the big 5 banks in Canada, is hiring a Wealth Operations Associate to support back‑office processing within a fast‑paced financial services environment. This non‑customer‑facing role requires a detail‑oriented, organized individual who is comfortable working with documentation and able to meet daily productivity targets within strict service‑level timelines.
Key Responsibilities
- Review client account information, documentation, and transaction details for accuracy and completeness.
- Process service requests, transactions, account updates, and operational tasks within required timelines.
- Work through a ticketing system to manage daily assigned requests and action items.
- Audit files, enter data, update internal systems, and track incoming requests.
- Review estate, legal, and account‑related documentation as required.
- Ensure all tasks are completed in line with internal policies, procedures, a...
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