Overview
Wealth Operations Associate; New Grads – Hybrid DT Jobs in Toronto, Canada at TEKsystems
Position: Wealth Operations Associate (New Grads Welcome – Hybrid DT )
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, and service‑level agreements.
- Identify issues, investigate discrepancies, and raise escalations when needed.
- Communicate with internal teams through email, phone, and messaging platforms.
- Support internal business groups by providing accurate updates and responses to operational inquiries.
- Maintain strong attention to detail while handling a high volume of daily processing work.
- Assist with reporting, tracking, and organizing operational data when required.
- Support process improvements and help maintain accurate, efficient workflows.
Ideal Candidate Profile
- Previous experience in a role that required operational duties (internship, part‑time job, or full‑time job).
- Strong written and verbal communication skills.
- Knowledge of everyday computer systems and software (Microsoft Office, Teams, etc.).
Job Type & Location
This is a Contract to Hire position based out of Toronto, ON.
Pay and Benefits
The pay range for this position is $22.00 – $22.00 per hour.
Workplace Type
This is a hybrid position in Toronto, ON.
Equal Opportunity Employer
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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Title: Wealth Operations Associate; New Grads – Hybrid DT
Company: TEKsystems
Location: Toronto, Canada
Category: