Senior Wealth Operations Officer - Remote

Overview

The Senior Wealth Operations Officer plays a crucial role in executing complex transactions, ensuring operational effectiveness, and providing support to team managers while adhering to service level agreements.

In Short

• Execute complex transactions accurately and on time.
• Monitor daily workflow and ensure service level goals are met.
• Provide operational support and act as the first point of escalation.
• Identify and document process exceptions and improvements.
• Support partners with incoming transactions and validate information.
• Assist in analyzing service productivity and implementing improvements.
• Communicate policy changes effectively.
• Participate in team performance management and development.
• Contribute to a positive and inclusive work environment.
• Act as a brand ambassador for the bank.

Requirements

• Undergraduate degree or college diploma preferred.
• 3+ years of relevant experience.
• Strong understanding of operational processes and policies.
• Ability to manage complex transactions with discretion.
• Excellent communication and relationship-building skills.
• Experience in financial services is an asset.
• Proactive problem-solving skills.
• Ability to work collaboratively in a team environment.
• Familiarity with risk management practices.
• Commitment to diversity and inclusion.

Benefits

• Competitive base salary and variable compensation.
• Health and well-being benefits.
• Retirement savings programs.
• Paid time off and banking benefits.
• Career development and training opportunities.
• Reward and recognition programs.
• Support for personal and professional growth.
• Inclusive and diverse workplace culture.
• Access to mentorship programs.
• Regular development conversations with management.