Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
Registered Plans Wealth Operations Officer is responsible for the timely and accurate processing of transactions. This encompasses both financial and non-financial activities. Provides continuity of service to all clients and business partners in order to maintain or exceed our Service Level Agreement commitments and create a Legendary Client Experience.
- Process transactions accurately and on time - Escalate processing issues where necessary to ensure a high level of service is maintained - Serve clients as required - adhere to Service Level Agreements (SLA) and internal service delivery standards - 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- Participate fully as a member of the team, promote team effectiveness, and contribute to a positive work environment - Support the team by continuously developing knowledge in own area - Ensure adherence to all HR policies, other Bank, and Industry Codes of Conduct - Keep others informed and up-to-date about the status/progress of projects and all relevant or useful information related to day to day activities- Prioritize and manage own workload to meet SLA requirements for service and productivity - Multi-task with multiple applications - Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients - Adapt to fast paced environment/ under pressure / high volumes - 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
What you will achieve in this role:
What you will bring to this role:
1.) Attention to detail 2.) Accuracy 3.) Excel skills knowledge - advanced - will be using 100% of the time - need to run macros for each request - need to be able to manipulate macros/troubleshooting. Need to have proven experience with examples for interviews 4.) Typing - strong typing skills - no WPM require but must be quick 5.) Strong communication - strong English skills 6.) Comfortable with virtual training
We thank you for your interest in the position, however, only those who are qualified will be contacted
Inclusion and Equal Opportunity Employment
Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.