Richardson Wealth is seeking a Credit Specialist focused on retail transactions. Join a driven team to ensure strict compliance with regulatory standards and manage credit risks.In this vital position, you will collaborate with other credit professionals to review and approve various credit operations daily. This includes cheque withdrawals, wire transfers, and managing delinquent cash reporting. Your expertise will help maintain the firm's reputation for regulatory adherence while contributing to ongoing growth and performance improvements across the organization.Key Responsibilities:Review wire transfers and cheque transactionsApprove security withdrawals and manage capital callsSupervise daily reporting on delinquent accountsConduct reviews of stock options and charitable donationsHandle journal entries between accountsRequirements:Solid understanding of the Securities IndustryProficient in Microsoft Office applicationsPrevious experience with Dataphile is an advantageExcellent problem-solving skillsAbility to prioritize tasks effectivelyElevate your career in a supportive culture focused on innovation and client satisfaction at Richardson Wealth.

📌 Credit Specialist At Richardson Wealth (Toronto)
🏢 Richardson Wealth
📍 Toronto