What is the prospect? As a Service Associate, Operations, you will play a crucial role in ensuring the accuracy and completeness of reconciliation and reporting processes for high net worth and ultra-high net worth client accounts. Your attention to detail and analytical skills will be essential in identifying discrepancies, managing risk, and recommending process improvements. You will develop and apply in-depth knowledge of account reconciliation standards and regulatory requirements to verify and validate client account data and transactions. This will involve conducting thorough reviews of account information, identifying potential gaps or areas of non-compliance, and taking corrective action to ensure adherence to operational and regulatory standards. Additionally, you will collaborate with various operational teams and business partners to implement process enhancements that drive efficiency, accuracy, and compliance.
What will you do? Perform daily reconciliation activities to validate cash, asset, and book cost positions and resolve any discrepancies or outstanding items on a timely basis
Ensure adherence to reconciliation standards and internal procedures, identifying areas for improvement and implementing corrective actions as needed
Conduct monthly performance deviation analysis to identify variances, implement corrective actions, and document findings
Collaborate with operational teams and business partners to identify root causes of reconciliation variances, providing recommendations and supporting the implementation of process enhancements to improve accuracy and efficiency
Maintain accurate reconciliation documentation and notes in internal tracking systems, ensuring procedures, policies, and guidelines are up-to-date, accurate, and readily accessible, to support risk mitigation and operational excellence
What do you need to succeed? Must haves: 1+ years of operations, securities,



Wealth Management or Banking industry experience
1+ years of experience working with AI to process large data sets and improve complex processes
Demonstrated ability in written and oral communication skills along with strong presentation skills
Strong attention to detail and risk management mindset
Strong critical thinking skills and ability to propose innovative solutions
Nice-to-have: Knowledge of Broadridge applications
Prior experience with reconciliation processes
Reporting and tracking capabilities using tools such as MS Excel (advanced formulas/pivot tables/macros)
What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business
Job Skills Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time Management
Address 180 WELLINGTON ST W:TORONTO
City Toronto
Country Canada
Work hours/week 37.5
Employment Type Full time
Platform WEALTH MANAGEMENT
Job Type Regular
Posted Date 2026-10-01
Application Deadline 2026-10-15 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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