Operations Analyst- Wealth Management
Are you detail-oriented with a passion for operational excellence? Apply Now!
Working with one of our top financial clients, this role calls for an Operations Analyst- Wealth Management. This position offers an excellent opportunity to support back-office financial operations within a dynamic team, contributing to the achievement of business objectives and service standards. The role is ideal for candidates seeking long-term career growth with potential for full-time employment.
Pay rate (CAD): $17.60/hr to $27.53/hr
Responsibilities
- Perform a broad range of operational support activities, including processing transactions and managing inquiries within the back-office environment
- Ensure timely and accurate completion of tasks to meet established Service Level Agreements (SLAs)
- Maintain strong partner relationships by providing exceptional support and communication
- Support day-to-day operations, including adherence to audit and process guidelines
- Escalate issues or risks promptly to the appropriate channels
- Assist in process improvements and contribute to operational efficiencies
- Apply and adapt to new policies, technology, and procedural changes effectively
- Ensure compliance with banking codes of conduct and operational policies
- Support the team in achieving customer satisfaction and loyalty through professional service
Desired Skill-Set
- Minimum of 1-4 years of experience handling high-volume back-office operations in a financial environment
- Proven ability to meet strict deadlines and manage multiple priorities
- Strong organizational, time management, and analytical skills
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office, especially Excel, with the capability to learn new systems quickly
- Basic understanding of MM and FX products (e.g., options, foreign exchange spots and forwards, money market deposits and loans)
- Ability to work independently and collaboratively within a team
- Attention to detail and self-motivation to achieve goals
Nice to Have
- Knowledge of Global and WSS platforms
- Experience in a financial institution within an operations role
- Familiarity with Canadian investment products and related processes
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.