Operations Specialist
Are you ready to kickstart your career in the private wealth sector? Apply Now!
Working with one of our top financial clients, this role calls for an Operations Specialist. This position offers an exciting opportunity to support private wealth clients with a superior level of service and operational excellence, while developing your expertise within the banking and wealth management industry.
Pay rate range (CAD): $23.18/hr – $27.82/hr
Responsibilities
- Provide courteous, knowledgeable, and professional service to private wealth clients and internal stakeholders
- Support client-facing team members by processing transactions accurately and timely
- Proactively identify client needs and support consistent delivery of exceptional service
- Maintain compliance with banking, investment, and lending regulations, and adhere to policies, procedures, and risk guidelines
- Handle client inquiries, concerns, and complaints with professionalism, ensuring prompt resolution or referral to appropriate teams
- Collaborate with internal and external stakeholders to achieve business goals
- Analyze data and provide insights to improve operational workflows and service levels
- Assist in audits and compliance reviews, escalating discrepancies as needed
- Complete complex tasks within established rules, including handling escalations and issue analysis
- Develop and maintain detailed knowledge of private wealth services and offerings
- Support team and project initiatives to enhance efficiency and client experience
Desired Skill-Set
- Typically 2-3 years of relevant experience in financial services or a related field
- Post-secondary degree in a related discipline or equivalent experience
- Working knowledge of personal (mainly) and commercial credit products and operational processes within banking
- Basic understanding of lending processes, policies, and regulations
- Excellent verbal and written communication skills
- Strong organizational skills and attention to detail
- Collaborative team player with excellent analytical and problem-solving skills
Nice to Have
- Banking-specific product knowledge
- Ability to quickly learn new systems
- Intermediate proficiency with MS Office Suite (Excel)
This is an in-office role based in the Toronto area, requiring 2 days per week onsite, with working hours from 8:30 am to 5:00 pm Monday to Friday. Candidates must be able to work during EST hours.
BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.