Entry Level Bank Wealth Operations Associate | Recent Graduates Encouraged To Apply
TEKsystems · CA
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About the Role
Our client, a leading financial institution, is seeking detail-oriented professionals to join a growing Wealth Operations team. This is an excellent opportunity for individuals interested in building experience within banking, investments, financial services, and operations. This role is ideal for candidates who enjoy structured work, reviewing documentation, working with internal systems, and supporting operational processes in a fast-paced environments.
Responsibilities
- Review and process client, account, and investment-related documentation.
- Update and maintain information across multiple internal systems.
- Perform data entry, validation, and quality assurance tasks with a high degree of accuracy.
- Investigate and resolve discrepancies, missing information, and processing exceptions.
- Support account maintenance, onboarding, transfers, and operational transactions.
- Manage daily work queues while meeting established service standards and deadlines.
- Communicate with internal stakeholders to obtain information and resolve issues.
- Maintain compliance with policies, procedures, privacy requirements, and operational controls.
- Handle confidential financial information with professionalism and discretion.
Requirements
- Some experience in an administrative/back office related role, whether that's an internship, part-time job, or full-time position
- Solid written and verbal communication skills
- Comfort using everyday office software and tools like Microsoft Office (Excel) and Teams
Location
- Toronto, ON
Work Type
- Contract to Hire
- Hybrid
Salary/Compensations
- $22.00 - $22.00/hr
About the Company
- 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.
Equal Opportunity
- 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.
- Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
- We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.