Operations Representative at Richardson Wealth

Enhance your career with Richardson Wealth as an Operations Service Representative. Focus on processing transactions and managing requests efficiently within set regulatory standards.

This role is ideal for candidates with at least one year of experience in financial services, particularly in brokerage or wealth management. You'll be responsible for validating transactions, resolving exceptions, and ensuring timely processing while supporting the Bond Desk trade process. Attention to detail and a solid grasp of compliance are essential skills.

Key Responsibilities:

• Process operational transactions and service requests accurately

• Review Advisor team requests for completeness prior to processing

• Validate and update information across operational systems

• Identify and resolve exceptions with internal and external partners

• Maintain accurate records of processing and outstanding items

Requirements:

• Minimum 1 year experience in financial services

• Completed Canadian Securities Course preferred

• Strong written and oral communication skills

• Ability to work independently and with attention to detail

• Comfortable with technology, especially MS Office

Bring your skills in transaction processing and compliance to Richardson Wealth as you support the operations team.
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