Build banking experience in Toronto as a hybrid Wealth Operations Associate using documentation review, data validation, and internal systems. Accuracy matters daily.
This entry level contract to hire position supports a growing Wealth Operations team within a leading financial institution. You will work with client, account, and investment documentation while supporting operational processes. The work includes data entry, quality assurance, account maintenance, onboarding, transfers, and transactions.
Key Responsibilities:
- Review and process client, account, and investment documentation
- Update information across multiple internal systems
- Validate data and complete quality assurance tasks
- Investigate discrepancies, missing information,
and processing exceptions
- Manage work queues and communicate with internal stakeholders
Requirements:
- Some administrative or back office experience
- Solid written and verbal communication skills
- Comfort using Microsoft Office, including Excel
- Comfort using Teams and everyday office tools
- Ability to handle confidential financial information discreetly
Apply your accuracy, communication, and systems skills to support wealth operations, account maintenance, and financial documentation in Toronto.