Support wealth operations through accurate securities transfers, documentation review, and regulatory compliance as a Bilingual Banking Associate supporting legal activities.

This banking associate role serves a top financial client in a high-volume, compliance-heavy setting. You will process transactions, communicate with financial advisors and institutions, and protect confidential information. Success requires Microsoft Excel macros, strong documentation review, and exceptional accuracy.

Key Responsibilities:

- Execute daily money movements and securities transfers
- Review documentation for high-risk transfers and investments
- Enter data and run Excel macros
- Communicate with advisors and financial institutions
- Escalate non-standard activities and document transactions

Requirements:

- Two to four years of wealth operations experience
- Proficiency with Microsoft Excel, including macros
- Knowledge of securities and high-risk transfers
- Excellent verbal and written communication skills
- Exceptional attention to detail and accuracy

Apply wealth operations expertise, Excel capability, and precise transaction processing to this Bilingual Banking Associate assignment.

📌 Bilingual Banking Associate Legal (Canada)
🏢 BeachHead
📍 Canada