Entry Level Bank Wealth Operations Associate | Recent Graduates Encouraged To Apply

TEKsystems; Toronto; Hybrid; CAD 25,000 - 36,000; Full time

Job summary

TEKsystems is seeking detail-oriented professionals for a Wealth Operations contract-to-hire role in Toronto, ON. The ideal candidate will review documentation, update internal systems, and support operational transactions with accuracy in a fast-paced environment.

Applicants should have administrative/back office experience and strong communication skills, with proficiency in Microsoft Office and Teams. This hybrid position offers a pathway to permanent employment.

Qualifications

• Experience in an administrative/back office role (internship, part-time, or full-time).
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office (Excel) and Teams.

Responsibilities

• Review and process client, account, and investment-related documentation.
• Update and maintain information across internal systems.
• Perform data entry, validation, and quality assurance with high accuracy.
• Investigate and resolve discrepancies and processing exceptions.
• Support account maintenance, onboarding, transfers, and operational transactions.
• Manage daily work queues and meet service standards and deadlines.
• Communicate with internal stakeholders to obtain information and resolve issues.
• Maintain compliance with policies, privacy requirements, and controls.
• Handle confidential financial information with professionalism and discretion.

Skills

Administrative experience

Communication skills

Microsoft Office (Excel)

Teams

Tools

Microsoft Office

Teams

Job description

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 Include, But Are Not Limited To The Following

• 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.

Must Have Skills/Experience

• 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

#canadapriority26

Job Type & Location

This is a Contract to Hire position based out of Toronto, ON.

Pay And Benefits

The pay range for this position is $22.00 - $22.00/hr.

Workplace Type

This is a hybrid position in Toronto,ON.

À propos de TEKsystems et TEKsystems Global Services

Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l’entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d’Allegis Group. Découvrez d’autres informations à TEKsystems.com.

Ordonnance sur l’égalité des chances de San Francisco: Conformément à l’Ordonnance sur l’égalité des chances de San Francisco, pour tous les postes situés dans la ville et le comté de San Francisco, nous examinerons les candidatures des personnes qualifiées ayant un casier judiciaire ou des antécédents criminels. Utilisation de l’intelligence artificielle (IA): Nous pouvons utiliser l’intelligence artificielle (IA) pour soutenir certaines étapes de notre processus d’embauche, notamment la recherche, la présélection et l’évaluation des candidatures. L’IA aide à analyser les candidatures et les qualifications, mais les décisions finales sont prises par notre équipe de recrutement. En soumettant votre candidature, vous reconnaissez et acceptez que celle-ci puisse être examinée à l’aide d’outils d’IA.

About TEKsystems And TEKsystems Global Services

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.

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.

San Francisco Fair Chance Ordinance: 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. Use of Artificial Intelligence (AI): 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.econnaissez et acceptez que celle-ci puisse être examinée à l’aide d’outils d’IA.