Contract Duration: 9 months with the potential to extend or convert to FTE
Location: Toronto – Hybrid
Pay Rate: $23-25/hr
Job Description
Key Focus: Account opening documentation processing would be the main function. Processing the daily reports monitoring know your client (KYC) updates and account opening paper requirements received with regulatory timelines. Accounts are restricted and updated when outside of the time requirement. Additional support could be in assisting other teams in operations, such as transfers or unclaimed property. The majority of this role is data entry, using Excel spreadsheets and reviewing documentation received.
The Operations Specialist is responsible for the research and administration of routine and complex financial and non-financial transactions using all applicable systems for clients and/or Advisors while providing superior quality, meeting all published service levels, within a client-centric service model.
Responsibilities
Must Have
Nice to Have
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