Wealth Operations Officer - Advanced Excel

BeachHead Inc.; Toronto; On-site; CAD 25,000 - 39,000; Full time

Job summary

BeachHead Inc. in Toronto, Canada, seeks a Wealth Operations Officer with Advanced Excel skills to support back-office financial transactions and data integrity. You will collaborate with internal partners, validate information, and help ensure timely, compliant processing in a dynamic team environment.

The role emphasizes accuracy, confidentiality, and adherence to AML and BCM frameworks, with a focus on process improvements and coordination across daily stand-ups and weekly meetings.

Qualifications

• Back-office financial operations experience is preferred.
• Proficiency with Excel is required.
• Strong data integrity and regulatory awareness is expected.

Responsibilities

• Process and complete back-office financial requests and transactions accurately and within established timelines.
• Review and update information within internal systems to ensure data integrity.
• Collaborate with internal stakeholders and teams to coordinate activities.
• Participate in daily team huddles and weekly meetings to align priorities.
• Support incoming transactions by validating information and performing necessary adjustments.
• Escalate processing or operational issues to ensure timely resolution and service quality.
• Identify opportunities for process improvement and implement changes.
• Maintain confidentiality and exercise discretion with sensitive information.
• Adhere to regulations, policies, and procedures, including industry trends and compliance standards.
• Contribute to analysis and reporting on critical projects to boost efficiency and service delivery.
• Support business continuity activities and enterprise frameworks such as AML and BCM.
• Ensure all work complies with SLAs and internal quality standards.

Skills

Communication

Organization

Time management

Independence

Motivation

Attention to detail

Money movement basics

Securities operations knowledge

Tools

Excel

Job description

Are you ready to contribute to critical financial operations?

Working with one of our top financial clients, this role calls for a Wealth Operations Officer - Advanced Excel. In this position, you will provide essential operational support within a dynamic and collaborative team environment, handling back-office financial transactions, process reviews, and stakeholder collaboration to ensure accuracy and efficiency.
Pay rate range (CAD): $17.60/hr– $27.70/hr

Responsibilities

• Process and complete back-office financial requests and transactions accurately and within established timelines.
• Review and update information within internal systems to ensure data integrity.
• Collaborate effectively with internal stakeholders, including internal partners and teams.
• Participate in daily team huddles and weekly meetings to coordinate activities.
• Support incoming transactions by validating information and performing necessary adjustments within authority levels.
• Escalate processing or operational issues as needed to ensure resolution and maintain service quality.
• Identify opportunities for process improvement and implement recommended changes.
• Maintain confidentiality and exercise discretion when managing sensitive information.
• Adhere to relevant regulations, policies, and procedures, including industry trends and compliance standards.
• Contribute to analysis and reporting on critical projects, aiming to enhance operational efficiency and service delivery.
• Support business continuity activities and uphold enterprise frameworks such as Anti-Money Laundering and Business Continuity Management.
• Ensure all work complies with Service Level Agreements (SLAs) and internal quality standards.

Desired Skill-Set

• Advanced proficiency in Microsoft Excel (VLOOKUP/XLOOKUP, PivotTables, Conditional Formatting, Formulas).
• Strong verbal and written communication skills, with the ability to communicate clearly and professionally.
• Excellent organizational and time management skills to prioritize and handle high volumes of work under tight deadlines.
• Ability to independently manage tasks and collaborate within a team environment.
• Self-motivated, goal-oriented, and adaptable to changing policies and procedures.
• Attention to detail and accuracy in all work activities.
• Basic understanding of Money Movement, Registered and Non-Registered Products (such as options, margin, foreign exchange, deposits).
• Knowledge asset and securities operations.

Nice to Have

• Experience in banking or financial services operations.
• General knowledge of the wealth management industry.
• Familiarity with account transfer systems and related operational workflows.
• Completion of the Canadian Securities Course (CSC) or Canadian Investment Regulatory Exam (CIRE).
• Knowledge of Global and Wealth Shared Services platforms.
• Previous experience with transfer processing involving registered and non-registered accounts, such as locked-in registered products or margin accounts.

BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.