Banking Officer - Wealth Operations
Adecco
Toronto, ON, Canada
3d ago
source : Jobillico

Adecco is currently hiring for a Banking Officer - Wealth Operations in Toronto ON . To qualify for the Banking Officer - Wealth Operations role, you must have strong Excel knowledge, have experience with tax reporting and knowledge of CRA regulations.

Our client is a large, reliable and reputable organization within the financial services industry. Banking Officer - Wealth Operations is a 6 - month contract position paying $20.50 / hr.

Banking Officer - Wealth Operations Responsibilities :

  • Process transactions and confirm details accurately and on time
  • Work on registered plan estate analysis and TFSA remediation
  • Complete investigations - report / escalate risk issues identified or process gaps
  • Assist in Brokerage Plan Account Tax Reporting with CRA and RQ
  • Use VBA to create Macros to automate tasks.
  • Banking Officer - Wealth Operations Qualifications :

  • Working knowledge of the Canadian Tax Systems is mandatory
  • Previous Accounting background / finance experience is mandatory
  • Advanced proficiency in MS Excel, Macros, Pivot tables, etc.
  • Successful completion of the Investment Funds Institute of Canada (IFIC) and / or Canadian Securities Course (CSC) an asset.
  • Why work for Adecco?

  • Great Pay +4% vacation pay
  • Paid weekly and on time
  • Medical and dental benefits once qualified
  • Strong health and safety programs
  • Flexible shifts
  • Free training programs
  • If you are interested in this position as a Banking Officer - Wealth Operations in Toronto ON, apply now!

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