Our client, a Big 5 bank, is currently seeking a wealth investment operations specialist to join their team in downtown Toronto. This role would be a hybrid position and would require the candidate to report into the office 1x time per month. Day - day summary: Candidates are responsible for processing investments. Each agent will get a set number of items to work on. They may be auditing a file, entering data/input into a system, going through ticketing system, etc. They will have set tasks / productivity to do daily. They will go through a ticketing platform and work through a que of action items. This could be going through tickets/ documentation, etc. Ticketing systems are AWS and BPM. They are also also doing some data entry work and will track requests coming in (what types of requests, is it escalations, general questions, general audit, etc.). This is not a customer facing role. This candidate will work with internal business support groups. Depending on the team, they may interact with partners such as Again, communication is more with internal stakeholders. So call centres, business support groups, etc. They will need to do this via emails, calls, and teams. The role: Provides end-to-end support for our clients mutual funds, ETFs, segregated funds, term investments, and savings products for internal and external stakeholders. Delivers operational processes and provides after-sales support to the personal wealth and asset management businesses and stakeholders. Areas of operational expertise include Broker/Dealer and Private Bank support, Asset Management, Investment Funds, and Life Insurance. Responsibilities may include but are not limited to: • Gathers and formats data into regular and ad-hoc reports, and dashboards. • Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. • May function as a problem-solving resource for more junior staff. • Organizes work information to ensure accuracy and completeness. • Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements. • Provides accurate and timely processing of transactions, activities, services. To respond to stakeholder requests in compliance with regulatory and risk controls. • Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests. • Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs). • Checks and reconciles information and documentation to ensure accuracy and completeness. • Analyzes data and information to provide insights and recommendations. • Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required. • Communicates and collaborates with internal and external stakeholders to deliver on business objectives. • Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations. • Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions. • Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes. • Supports the development of tools and delivery of training focused on delivering business results. • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. • Analyzes issues and determines next steps. • Broader work or accountabilities may be assigned as needed. Qualifications 1) Candidates with Banking Operations Experience or Financial Services Operations Experience 2) MS office - (Word, excel, ppt, outlook, one drive. Use MS teams. Short keys on keyboard, Ex: how to screen shot.) Office Address: Downtown Toronto Work Model: 1x time per month in office Duration: 6 month contract to start with an opportunity of extension OR conversion to permanent with the Bank. Pay: $22 - $24/hr Pay and Benefits The pay range for this position is $24.00 - $24.00/hr. Workplace Type This is a hybrid position in Toronto,ON. À propos de TEKsystems et TEKsystems Global Services Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l’entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d’Allegis Group. Découvrez d’autres informations à TEKsystems.com. About TEKsystems and TEKsystems Global Services We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.