Operations Services Representative - Toronto, Canada - Richardson Wealth

Richardson Wealth
Richardson Wealth
Verified Company
Toronto, Canada

3 weeks ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Description

Employment Status:

Permanent Full-Time


Location:

Toronto, ON


Department:

Operations


Reporting To:

Manager, Operations Services


Job Id:

TOR - 453


Job Level:

L3


Seniority Level:

Associate


Position Overview:


The Operational Services Representative is a key member of the Operations Services Team supporting front-to-back-office process workflows, fulfilling operational requests, resolving complex operational issues, and providing a high level of service to our advisor teams.


Duties & Responsibilities:


  • Process transactions and/or other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis
  • Review, coordinate and/or approve all requests sent in by advisors to ensure they are in good order prior to processing through clearing broker
  • Coordinate collection and distribution of information to Advisors for items processed internally and / or on behalf of vendors
  • Continuously monitor performance and deliver on operational KPIs
  • Provide technical support to guide and support operational escalations and address any questions or concerns
  • Adhere and execute to best practices and drive continuous improvement by Identifying, suggest and actively participating in process improvements
  • Take a proactive approach to client solutions, collaborating effectively with partners and colleagues to assess customer needs and deliver appropriate solutions
  • Help with adhoc projects when needed

Skills & Qualifications:


  • Team player, displays passion and an appropriate sense of urgency in completing tasks
  • Very thorough and detailed oriented
  • Ability to work independently with mínimal guidance
  • Solid written and oral communication skills
  • Uses sound judgment and exercises strong decisionmaking skills
  • Comfortable with technology including MS Office suite, webbased platforms
  • Experience using Dataphile an asset but not required.

Education:


  • Minimum 1 year experience in financial services, preferably within brokerage or wealth management
  • Canadian Securities Course (CSC) completed preferred
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