Overview
Wealth Operations Transfers Associate; Hybrid DT Jobs in Toronto, Canada at TEKsystems
Position: Wealth Operations Transfers Associate (Hybrid DT )
Our client, one of the big 5 banks in Canada, is hiring a Wealth Operations Associate to support back-office processing within a fast-paced financial services environment. This role is hybrid, with the expectations of working in the office 1 day a week (downtown Toronto).
This is a non-customer-facing, back-office role focused on processing transactions, reviewing account documentation, managing service requests, and supporting internal business teams. The successful candidate will work closely with internal stakeholders to ensure all requests are completed accurately, efficiently, and in accordance with internal procedures, compliance requirements, and service-level expectations.
Key Responsibilities
• Review client account details, transfer forms, supporting documentation, and transaction instructions for accuracy, completeness, and compliance
• Process back-office service requests related to registered and non-registered investment products, including account transfers, updates, and maintenance activities
• Support the processing of inbound and outbound transfers across registered accounts such as RRSPs, TFSAs, RRIFs, RESPs, and non-registered investment accounts
• Validate transfer documentation, account ownership details, client information, and product requirements before submitting requests for processing
• Manage daily assigned work through internal ticketing systems, ensuring transfer and operational requests are actioned within required timelines
• Enter, update, and maintain accurate client, account, and transfer information across internal banking and processing systems
• Review estate, legal, beneficiary, and account-related documentation to support transfer and account processing requirements
• Monitor transfer requests, follow up on outstanding items, and track progress to ensure files move through the workflow efficiently
• Identify documentation gaps, processing issues, rejected items, or discrepancies, and escalate concerns to the appropriate internal teams when needed
• Ensure all transfer and account processing activities are completed in accordance with internal policies, regulatory requirements, and service-level agreements
• Communicate with internal teams, branches, advisors, operations groups, and processing partners through email, phone, and internal messaging platforms
Ideal Candidate Profile
#canadapriority
26
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 $ – $
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
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Title: Wealth Operations Transfers Associate; Hybrid DT
Company: TEKsystems
Location: Toronto, Canada
Category:
