Operations Administrator - Wealth Management

Take charge as a Senior Operations Administrator in Toronto, Ontario, where your focus will be on processing Investment Executive requests with precision and compliance.
This role involves authorizing cash withdrawals, overseeing account securities transfers, and ensuring all transaction documentation is accurate. Your ability to educate the Sales force and resolve issues will contribute significantly to operational success.
Key Responsibilities:
• Authorize cash and securities withdrawals from client accounts
• Approve transfers of funds and securities between client accounts
• Review transaction accuracy and process requests
• Educate the Sales force and troubleshoot issues
• Approve foreign currency conversions as needed
Requirements:
• Post-secondary education; Canadian Securities Course preferred
• Financial services industry experience desired
• Comprehensive knowledge of wealth management business
• Proficient in Microsoft Office Suite
• Ex...