Found Description
Elevate your career as a Senior Operations Administrator in Toronto, Ontario, where you'll manage Investment Executive requests efficiently and ensure compliance with industry regulations.
In this key role, you will handle cash and securities withdrawals, approve account transfers, and verify transaction documentation. Your expertise in the wealth management field will be essential as you provide continuous education and problem identification for the Sales force.
Key Responsibilities:
• Authorize withdrawals of cash and securities from client accounts
• Approve transfers of money and securities between accounts
• Review transaction requests for accuracy before processing
• Provide ongoing education for the Sales force and ensure follow-up
• Review and approve foreign currency conversions
Requirements:
• Post-secondary education with a preference for the Canadian Securities Course
• Experience in the financial services industry is preferred
• Strong und...
In this key role, you will handle cash and securities withdrawals, approve account transfers, and verify transaction documentation. Your expertise in the wealth management field will be essential as you provide continuous education and problem identification for the Sales force.
Key Responsibilities:
• Authorize withdrawals of cash and securities from client accounts
• Approve transfers of money and securities between accounts
• Review transaction requests for accuracy before processing
• Provide ongoing education for the Sales force and ensure follow-up
• Review and approve foreign currency conversions
Requirements:
• Post-secondary education with a preference for the Canadian Securities Course
• Experience in the financial services industry is preferred
• Strong und...
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