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 (Canada)
🏢 Tekstaff IT Solutions
📍 Canada