Wealth Operations Supervisor, Transfers

Aviso; Toronto; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation package

Health, dental and insurance benefits

Generous vacation time

Education assistance program

Job summary

A leading wealth management organization in Toronto is seeking a Supervisor, Transfers to lead its Operations team. This role involves overseeing the Transfers Team, managing operations, coaching staff, and ensuring service excellence. Candidates should have experience in the investment industry, with strong skills in delegation and customer service. The position offers competitive compensation, benefits, and opportunities for professional development within a dynamic work environment.

Qualifications

• 3 - 5 years of experience in the investment industry, including supervisory experience for at least 1 - 2 years.
• Excellent organizational and time management skills.
• Strong attention to detail and customer service focus.

Responsibilities

• Oversee the Transfers Team and ensure deadlines are met.
• Participate in recruiting, training, and staff development.
• Analyze and improve current business practices within the department.

Skills

Client-centric solutions

Improvement mindset

Team collaboration

Leadership

Analytical skills

Customer service

Education

Post-secondary education relating to the Investment Industry

Tools

MS Word

Excel

Outlook

Access

Job description

A leading wealth management organization in Toronto is seeking a Supervisor, Transfers to lead its Operations team. This role involves overseeing the Transfers Team, managing operations, coaching staff, and ensuring service excellence. Candidates should have experience in the investment industry, with strong skills in delegation and customer service. The position offers competitive compensation, benefits, and opportunities for professional development within a dynamic work environment.