TekStaff's Client has a current vacancy for a Wealth Operations Officer/Accountant

Duration : 6 months

SUMMARY OF THE ROLE

- Typical Day-to-Day Responsibilities:
- Process mutual fund trades and settlements.
- Investigate and resolve transaction breaks and discrepancies.
- Handle FundSERV transactions and money movements.
- Use Excel macros to support operational processes.
- Provide customer service and respond to inquiries.
- Maintain compliance with operational and regulatory procedures.
- How much time is being spent in meetings – 15 min daily huddle.
- Who are they interacting with (internal/external) – Internal
- Will the contractor have access to any customer data? YES!

MUST-HAVE Hard Skills:




- Advanced Microsoft Excel (spreadsheets, formulas, pivots, macros)
- Banking/Financial experience
- Tech Savvy- ability to pick up internal systems quickly
- Proficiency in Microsoft 365 (Word, Outlook and Excel).

SOFT SKILLS:
- Solid Communication skills
- Quick learner

NICE-TO-HAVE
- Trade settlements

TekStaff may use artificial intelligence (AI) tools as part of the applicant screening process. However, applications will also be reviewed by a member of our Recruitment team to ensure a fair and thorough assessment.

📌 Customer Service Specialist (Greater Toronto Area)
🏢 Tekstaff IT Solutions
📍 Greater Toronto Area