Job Information
TEKsystems Entry Level Wealth Operations Role (Hybrid - Toronto) in Toronto, Ontario
Our client, one of the big 5 banks, is looking to hire entry level Back Office Wealth Management associates - to help support their corporate head office located in the downtown Toronto area on a hybrid basis.
Please note - this is a hybrid role - with the expectations of the qualified candidate being able to work in the office 2 days a week in the downtown Toronto area.
Job duties include, but are not limited to the following:
This is a fully back office role, there will be no interaction with customers, only with internal partners at times
You will be responsible for data entry duties and reviewing client documentation
Processing Fee rates, grouping accounts, etc
You will be working on a ticketing system, and working in an SLA driven environment
You will be supporting several Lines of Business, and a lot of cross training will be provided which will create great opportunity for learning and growing
Must Have Experience/Skills:
6+ Months of experience within Wealth Operations (Understanding of Securities, Registered vs Non Registered Products, Etc.)
Strong Microsoft Excel Knowledge / Experience (Understanding of Macros, Pivot Tables, Etc.)
Microsoft Office Suite Knowledge / Experience (Outlook, Teams, Etc.)
Disclaimer
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, genetic information, or any other characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 844 895-8598 or email However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting.
#prioritycanada
À propos de TEKsystems:
Nous sommes partenaires dans la transformation. Nous aidons les clients à activer des idées et des solutions afin de profiter d’un nouveau monde d’opportunités. Nous sommes une équipe solide de 80 000 personnes, nous travaillons avec plus de 6 000 clients, dont 80 % faisant partie du Fortune 500, partout en Amérique du Nord, en Europe et en Asie. En tant que chefs de file de l’industrie des services technologiques complets, des services aux talents et des applications du monde réel, nous travaillons avec des leaders progressistes pour favoriser le changement. C’est le pouvoir d’un vrai partenariat. TEKsystems est une société du groupe Allegis.
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
TEKsystems
- TEKsystems Jobs