Wealth Ops Specialist - 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

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.