Accountant – Securities/Wealth Operations
]Are you detail-oriented with experience in Wealth Operations? Apply Now!
Working with one of our top financial clients, this role calls for an Accountant – Securities/Wealth Operations. This position offers operational support in a fast-paced environment, focusing on high-risk money transfers, securities processing, and documentation review within a compliance-heavy setting. The role provides an excellent opportunity to work with a collaborative team, with potential for extension and conversion.
Pay rate range (CAD): $31.09/hr – $37.30/hr
Responsibilities
- Manage daily money movements, ensuring accurate processing of transfers
- Review documentation thoroughly before executing transfers
- Handle investment and securities transfers accurately
- Run macros on Excel spreadsheets to facilitate transfer processing
- Use multiple software platforms for transaction management
- Ensure compliance with regulatory requirements and internal policies
- Collaborate with internal and external stakeholders for transaction approvals
- Maintain high levels of accuracy and attention to detail in all tasks
- Adhere to SLA metrics and productivity targets
- Participate in a 4-week training period for onboarding and system familiarization
Desired Skill-Set
- 2-4 years of banking or financial services experience, ideally in wealth operations
- Strong proficiency in Microsoft Excel, including macros
- Experience with securities or wealth transfer operations
- Knowledge of high-risk transfer activities and documentation review
- Tech-savvy with the ability to learn and navigate multiple systems
- Excellent communication skills
- Attention to detail and accuracy in all work
Nice to Have
- Prior experience with Banking or similar financial institutions
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.