Bilingual Banking Associate Legal
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-10-26
Listing for:
BeachHead Inc.
Full Time
position Listed on 2026-10-26
Job specializations:
-
Finance & Banking
Banking & Finance, Banking Operations, Loan Servicing, Bank Customer Service
Job Description & How to Apply Below
Support wealth operations through accurate securities transfers, documentation review, and regulatory compliance as a Bilingual Banking Associate supporting legal activities.
This banking associate role serves a top financial client in a high-volume, compliance-heavy environment. You will process transactions, communicate with financial advisors and institutions, and protect confidential information. Success requires Microsoft Excel macros, strong documentation review, and exceptional accuracy.
Key Responsibilities:- Execute daily money movements and securities transfers
- Review documentation for high-risk transfers and investments
- Enter data and run Excel macros
- Communicate with advisors and financial institutions
- Escalate non-standard activities and document transactions
- Two to four years of wealth operations experience
- Proficiency with Microsoft Excel, including macros
- Knowledge of securities and high-risk transfers
- Excellent verbal and written communication skills
- Exceptional attention to detail and accuracy
Apply wealth operations expertise, Excel capability, and precise transaction processing to this Bilingual Banking Associate assignment.
Position Requirements
10+ Years
work experience
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