Hybrid -two-three days in office - Monday & Tuesday, 2nd week Monday, Tuesday, Friday Responsibilities: - Working with investment advisors to support and facilitate client transfers from other financial institutions (not a client-facing role). - Open and set up client accounts (NOT CLIENT FACING) - Follow up on transfers - Additional tasks include, policy review, escalation management - Primary focus on opening client accounts and transfers Must Have Requirements: - 2-3+ years previous banking operations experience; involved in account openings, transfers (ideally in Wealth Operations) - Proficient in Microsoft Excel and Word - Savvy with technology and data - Experience in escalations and policy review Nice to Have: - Motivated to learn - Interest in learning platforms - Previous customer service experience - Bilingual - French & English Education: - Post-Secondary