Banking Associate-Wealth Management
Are you experienced in banking operations and looking for a dynamic role? Apply Now!
Working with one of our top financial clients, this role calls for a Banking Associate-Wealth Management. This position offers an excellent opportunity to join a collaborative team and contribute to high-volume transaction processing within a leading financial institution.
Pay rate range (CAD): $17.60/hr – $24.88/hr
Responsibilities
- Support the wealth line of business with cash in and cash out requests
- Process high-volume transactions on various banking applications
- Ensure SLA adherence and accurate processing of requests
- Review documents meticulously, maintaining high attention to detail
- Manage and update Excel spreadsheets efficiently
- Communicate effectively with internal teams to coordinate tasks
- Participate in daily team meetings and collaborate on workflow improvements
Desired Skill-Set
- 4 years of banking or financial services experience
- Customer service experience demonstrating communication skills
- Proficiency in Microsoft 365 applications: Outlook, Word, Excel
- Experience managing large datasets and spreadsheets with accuracy
- Strong attention to detail and ability to meet SLAs
Nice to Have
- Prior experience working in high-volume, SLA-driven environments
- Knowledge of wealth management processes
- Ability to work in a fast-paced, team-oriented setting
- Previous experience handling back-office banking tasks
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.
Privacy Policy