Job Description
Position Title: Associate
Line of Business: Private Wealth
Duration: 6 months (Possibility of Extension)
Location: Downtown Toronto - Hybrid - two-three days in office - Monday & Tuesday, 2nd week Monday, Tuesday, Friday
Hours of Operation: 9-5 EST (may vary at certain times depending on advisory team’s time zone)
Hourly Pay Range: $24/- to $31/- per hour
Reason for hire: Contract role to replace contract role for the Client Onboarding team ending in February.
Responsibilities:
- Support and facilitate client transfers for advisors moving financial institutions
- Open and set up client accounts
- Follow up on transfers
- Additional tasks include, policy review, escalation management
- Primary focus on opening client accounts and transfers
Must Have Requirements:
- 2-3+ years previous banking operations experience; involved in account openings, transfers (ideally in Wealth Operations but open to every...