Wealth Operations Officer

Position: Wealth Operations Officer - 58333
We are seeking two (2) detail-oriented Wealth Operations Officers to join a collaborative, high-performing 15-person team during a peak processing season. In this non-client-facing, back-office role, you will be responsible for processing specialized financial transactions—including securities and high-risk cash movements—within a highly regulated environment.

If you have a background in banking operations, a high level of accuracy, and a solid understanding of investment products, this is an exceptional opportunity to gain exposure and build a career with one of Canada’s top financial institutions.

Job Type: Full-Time Contract (4 Months with potential extension or conversion)

Location:

Toronto, ON (Downtown)
Work Model:
On-site (5 days/week for the first 90 days; hybrid eligibility thereafter)

Schedule:

Monday – Friday, 8:30 AM – 5:00 PM (Overtime availability required)
Pay Rate: $31.66 / hour

Advantages
Growth Opportunities:
High possibility of contract extension or conversion to a permanent role based on business needs and performance.
Comprehensive Onboarding:
Enjoy 4 weeks of structured, supportive training with hands-on guidance from dedicated senior team members.
Networking:
Gain valuable exposure and build relationships across multiple divisions within a leading financial institution.
Collaborative Culture:
Join a supportive, team-oriented work environment with regular team engagement and daily check-ins.

Responsibilities
Transaction Processing:
Execute accurate daily money movements, securities transfers, and client account updates in adherence to strict Service Level Agreements (SLAs).
Data Verification & Documentation:
Thoroughly review and validate transaction documentation, security pricing, and client holdings across multiple internal software applications.
Reporting & Spreadsheet Management:
Run daily Microsoft Excel spreadsheets utilizing existing macros to process transaction data efficiently.
Cross-Functional Communication:
Collaborate professionally with internal partners (financial advisors) and external entities (mutual fund companies, other financial institutions) to resolve transaction discrepancies.
Compliance & Risk Mitigation:
Maintain strict adherence to internal regulations, Anti-Money Laundering (AML) frameworks, Bank Code of Conduct, and confidentiality guidelines.
Process Improvement:
Identify operational bottlenecks and suggest practical solutions to enhance workflow quality and productivity.

Qualifications

Education:

Undergraduate degree or post-secondary college diploma preferred.

Experience:

1–4 years of experience in banking, wealth operations, financial transaction processing, or a related back-office financial environment.
Product Knowledge:
Basic to intermediate understanding of investment products, including stocks, mutual funds, and securities.
Technical

Skills:

Tech-savvy with strong proficiency in Microsoft Excel (must be comfortable navigating and running existing macros). Comfort utilizing multiple internal systems concurrently.
Attention to Detail:
Proven track record of high precision and zero-error execution in compliance-heavy, high-risk environments.
Communication:
Excellent written and verbal communication skills for effective internal and external stakeholder interaction.

Nice-to-Have

Skills:

Previous experience in wealth operations or securities transfers within a major Canadian bank.

Critical Success Factors
Ability to stay focused and maintain extreme accuracy while executing repetitive, multi-step processes under seasonal volume deadlines.
High degree of personal accountability and a solid understanding of the financial/compliance impacts of processing errors.
Strong team player with a continuous improvement mindset.

Summary
If you are interested in the wealth operations Officer please apply online today!

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,…