Wealth Operations Admin (Hybrid, Contract)

Altis Technology; Markham; Hybrid; CAD 45,000 - 65,000; Part time

Benefits offered by this job

Flexible hybrid work arrangement

Learning and development opportunities

Job summary

Altis Technology in Markham, ON, seeks two Back Office Administrators for a hybrid role (2 days onsite per week) to support a wealth management operations team. Contract through March 31, 2027, focusing on account administration, fee processing, reporting, and internal inquiries.

The position suits detail-oriented individuals with administrative or banking customer service experience, offering hands-on training and exposure to multiple investment operations areas.

Qualifications

• 15 years of administrative, customer service, or operations experience, ideally within banking, wealth management, or financial services.
• Basic Microsoft Excel skills, proficiency with Microsoft Office, and familiarity with CRM systems.
• Strong attention to detail, organizational skills, and the ability to manage multiple priorities.
• Excellent written and verbal English communication skills with a customer-focused approach.
• A collaborative attitude, initiative, sound judgment, and willingness to learn new processes.
• Post-secondary education or equivalent experience.

Responsibilities

• You'll process account-related requests, including Group RRSPs, fees, reimbursements, debits, and client information updates.
• You'll review operational reports, verify wire transfers, and help maintain accurate financial records.
• You'll manage incoming inquiries through a shared operations inbox, supporting financial advisors and internal stakeholders.
• You'll coordinate approvals, advisor code updates, account transfers, and documentation with relevant teams.
• You'll maintain task trackers, review requests, and ensure processing follows established procedures.
• You'll support reporting, tax documentation, and operational system conversion activities.

Skills

Administrative experience

Customer service experience

Operations experience

Attention to detail

English communication

Education

Post-secondary education

Tools

Microsoft Excel

Microsoft Office

CRM systems

Job description

Altis Technology in Markham, ON, seeks two Back Office Administrators for a hybrid role (2 days onsite per week) to support a wealth management operations team. Contract through March 31, 2027, focusing on account administration, fee processing, reporting, and internal inquiries.

The position suits detail-oriented individuals with administrative or banking customer service experience, offering hands-on training and exposure to multiple investment operations areas.