Elevate operational efficiency at Richardson Wealth as an Operations Support Specialist. Focus on processing transactions, resolving exceptions, and enhancing service quality for Advisor teams.

As an Operations Support Specialist, you will support back-office functions by ensuring accurate processing of service requests and trade reconciliations. This role emphasizes strong communication and the ability to work independently, along with detailed validation of documentation necessary for seamless operations. Your ability to identify improvements will directly impact the Advisor experience.

Key Responsibilities:
• Process operational transactions and service requests diligently
• Validate request documentation for accuracy and completeness




• Address exceptions and discrepancies with stakeholders
• Track and monitor daily processing activities
• Support clean-up initiatives and project-based tasks

Requirements:
• 1+ years in financial services preferred
• Solid oral and written communication skills
• Capable of using MS Office and technology platforms
• Detail-oriented with sound judgment
• Post-secondary education in business or related field

Support impactful operational functions to contribute to the success at Richardson Wealth.
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📌 Operations Support Specialist - Richardson Wealth (Ontario)
🏢 Richardson Wealth
📍 Ontario