Markham, ON, L3R 4M9, CAN
3 days ago
Wealth Operations Specialist
**Our client, a large financial services firm, is currently seeking a Wealth Operations Specialist to join their team in Markham, ON! This role would be hybrid 3 days a week in the office in Markham, ON and 2 days a week work from home. *Candidates interested must be able to commute to Markham. Job Description · Provide support to the team in processing withdrawals, transfers, and contributions while ensuring compliance with legislative requirements. · Manage the administration of RESP and RRIF accounts, including account setup and disbursement of minimum payments. · Handle specialized processing requests involving Estates, Home Buyers' Plans, LLP, marriage breakdowns, court orders, and related cases. · Coordinate and maintain recurring transactions such as Pre-Authorized Contributions (PAC) and Systematic Withdrawal Plans (SWIP). · Reconcile control accounts and oversee the completion of assigned financial reports. · Respond to client service inquiries pertaining to registered investment products with accuracy and professionalism. · Contribute to process improvement initiatives, product enhancements, and participate in development testing activities. · Engage in cross-functional projects and support broader industry initiatives. · Assist the manager in researching and resolving escalated issues and analyzing system-related concerns. · Support the manager in collecting, tracking, and reporting team performance metrics. Qualifications + Understanding of back office operations (account transfers, different registered products (RESP/RIFF/Locked in account) + Understanding of basic account book keeping (debit/ credits). Could be through work experience or education + STRONG communication skills (verbal and written + STRONG computer skills (MS teams, skype, MS office) Work Environment Hybrid 3 days a week in Markham. 7.5 hour day, Monday - Friday. 830-4pm, or 9-5. Can be flexible. Duration: 6 month contract to start with an opportunity of extension OR conversion to permanent Pay: $24 - $26/hr Pay and Benefits The pay range for this position is $24.00 - $26.00/hr. Workplace Type This is a hybrid position in Markham,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.
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