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

MUST-HAVE Hard Skills:

Operations experience
Excellent verbal and written communication skills for when candidates are updating tickets and carrying out data entry duties.
Skilled and interpersonal skills – for making phone calls (phone experience is a strong must have skill required for the role).
Attention to detail
Multi-tasking skills
High Technical Aptitude

-Robust Excel - need valuable understanding of using excel spreadsheets (will be using spreadsheets with macros, need to have strong technical skills to be able to pick up on learning macros during training) NICE-TO-HAVE
Call center experience
Previous client wealth experience
Previous experience with ISM, EIS, Ticketing
Banking experience
Bilingual – French and English
Experience with macros are a huge plus

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.

📌 Wealth Operations Officer Toronto
🏢 Tekstaff IT Solutions
📍 Toronto