Registered Plans Wealth Operations Officer

Job Title: Registered Plans Wealth Operations Officer

Location: Toronto, ON (Hybrid)

Duration: 5 months contract (with possibility of extension/conversion)

Position Summary

The Registered Plans Wealth Operations Officer is responsible for the timely and accurate processing of financial and non-financial transactions. This role provides continuity of service to client Wealth clients and business partners, ensuring Service Level Agreement (SLA) commitments are met or exceeded while delivering a high-quality client experience.

Key Responsibilities

• Process financial transactions accurately and on time, including transactions involving deposits into and withdrawals from client accounts.
• Ensure timely and accurate processing of both financial and non-financial activities.
• Escalate processing issues when necessary to maintain a high level of service.
• Support clients and business partners while adhering to Service Level Agreements (SLAs) and internal service delivery standards.
• Follow firm and industry regulations, policies, and operating procedures when completing and recording transactions for the firm or its clients.
• Use MS Excel and macros to support transaction processing and operational activities.
• Work with multiple applications and systems to complete daily operational tasks.
• Identify opportunities to improve service delivery and support process improvement initiatives.
• Respond to client and business partner inquiries through email and phone, as required.

Must-Have Skills

1. Proficiency in MS Excel.
2. Familiarity with Excel macros.

Nice-to-Have Qualifications

1. Previous experience in banking, a financial institution, or a corporate environment.
2. Previous customer service experience.
3. Knowledge of registered plans, including Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs).
4. Strong technical skills, including comfort using multiple applications and experience creating or working with End-User Computing (EUC) tools.
5. Strong customer service orientation, including experience handling emails and phone calls.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.