Do you have working knowledge of wealth management industry? Are you looking to gain experience within a top 5 bank? Do you have excellent organizational and time management skills? If so, this would be a great opportunity for you!
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Our client, a top 5 bank, is looking for a Service Officer for a 7 month contract in Toronto. This is a hybrid role, 2 times a week on site, Monday and Tuesday (subject to change in the future). There is a high possibility of contract extension and conversion to full time opportunity.
Pay rate: $22.00 / Hour
Working Hours: 8:30AM to 5:00PM (Monday to Friday)
Advantages
●Gain experience within a top 5 bank
●Potential for contract extension and conversion
●Opportunity for growth, exposure to operations side of company’s wealth
●Earn a competitive rate within the industry
●Hybrid role
Responsibilities
As a Service Officer, your duties will include but not limited to:
●Following firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
●Escalating non-standard or high risk transactions or other activities as appropriate
●Ensuring documentation prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
●Completing investigations – report/escalate risk issues identified or process gaps
●Accessing systems, know and apply system capabilities, ensure upload/download of information is completed timely and accurately
●Assisting in analysis, development, testing, and implementation of operating and process improvements
Qualifications
●Working knowledge of wealth management industry, including product knowledge of account types and their functionality (ideally 1-2 years, operations background, closing an account, opening a savings account, understanding of SLA’s)
●Excellent verbal and written communication skills, attention to detail, and excellent interpersonal skills
●Tech Savvy – navigate computer applications freely
●Intermediate/Experience Excel skills – navigating excel, spread sheets, copying cells, extracting data from database
●Ability to work independently and manage multi tasks at once
●Ability to accurately document and record customer/client information
●Commitment to client service excellence
●Excellent interpersonal skills with the ability to build relationships with the team and partners.
●Able to commute 2-3 days a week onsite
●Post-Secondary education required/University degree is a must, Business related major is an asset
●Knowledge of ISM/Baycom/CIF/EATS/EIS/Microsoft Office/Transfer process will be an asset.
●Must be highly motivated with excellent organizational and time management skills.
Nice to have skills:
●Successful completion of the Canadian Securities Course (CSC) is an asset
●Creating Macros, exp with VBA
●Guaranteed investments Certifications
Summary
Interested in the Service Officer role in Toronto? Apply online today!
Candidates moving to the next step of the recruitment process will be contacted.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
show more
Do you have working knowledge of wealth management industry? Are you looking to gain experience within a top 5 bank? Do you have excellent organizational and time management skills? If so, this would be a great opportunity for you!
Our client, a top 5 bank, is looking for a Service Officer for a 7 month contract in Toronto. This is a hybrid role, 2 times a week on site, Monday and Tuesday (subject to change in the future). There is a high possibility of contract extension and conversion to full time opportunity.
Pay rate: $22.00 / Hour
Working Hours: 8:30AM to 5:00PM (Monday to Friday)
Advantages
●Gain experience within a top 5 bank
●Potential for contract extension and conversion
●Opportunity for growth, exposure to operations side of company’s wealth
●Earn a competitive rate within the industry
●Hybrid role
Responsibilities
As a Service Officer, your duties will include but not limited to:
●Following firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
●Escalating non-standard or high risk transactions or other activities as appropriate
...
●Ensuring documentation prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
●Completing investigations – report/escalate risk issues identified or process gaps
●Accessing systems, know and apply system capabilities, ensure upload/download of information is completed timely and accurately
●Assisting in analysis, development, testing, and implementation of operating and process improvements
Qualifications
●Working knowledge of wealth management industry, including product knowledge of account types and their functionality (ideally 1-2 years, operations background, closing an account, opening a savings account, understanding of SLA’s)
●Excellent verbal and written communication skills, attention to detail, and excellent interpersonal skills
●Tech Savvy – navigate computer applications freely
●Intermediate/Experience Excel skills – navigating excel, spread sheets, copying cells, extracting data from database
●Ability to work independently and manage multi tasks at once
●Ability to accurately document and record customer/client information
●Commitment to client service excellence
●Excellent interpersonal skills with the ability to build relationships with the team and partners.
●Able to commute 2-3 days a week onsite
●Post-Secondary education required/University degree is a must, Business related major is an asset
●Knowledge of ISM/Baycom/CIF/EATS/EIS/Microsoft Office/Transfer process will be an asset.
●Must be highly motivated with excellent organizational and time management skills.
Nice to have skills:
●Successful completion of the Canadian Securities Course (CSC) is an asset
●Creating Macros, exp with VBA
●Guaranteed investments Certifications
Summary
Interested in the Service Officer role in Toronto? Apply online today!
Candidates moving to the next step of the recruitment process will be contacted.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
show more