Wealth Operations Analyst

Job title: Wealth Operations Analyst

Company: Robertson & Company


Job description: Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.Introduction: Robertson is seeking a skilled Wealth Operations Analyst to join our client.Contract Dates: 12 months with potential to extend or convert
Pay Rate: $23.12 per hour
Business Hours: Monday to Friday (Hybrid)Job Responsibilities:

• Client Reporting generation, validation, and distribution, on a monthly, quarterly, annual, and ad-hoc basis, whether as primary or serving as backup on specific report types
• Troubleshooting all aspects of the client reporting generation process, to ensure delivery to clients within expected service level timelines
• Ownership of the team’s client inventory review process, ensuring report requirements and recipients are up-to-date, and reporting is being done in the most efficient manner for our clients
• Assisting with the team’s strategic initiatives, including client reporting automation, client reporting system enhancements, and AUM reporting enhancements
• Optimizing use of Client Reporting Systems and various applications to deliver seamless client experience

Experience & Qualification Requirements:

• Analyst experience
• Ability to prioritize, manage, and complete multiple tasks in a complex environment with tight deadlines
• Ability to remain focused and resolve issues under pressure and in stressful situations
• Ability to understand business logic and workflow in an investment management environment
• General understanding of investment concepts and investment portfolio data
• Must be able to work independently with minimal supervision yet contribute to and assist the broader team
• Excellent Microsoft Excel skills
• Experience operating within a Microsoft Windows operating system environment, preferably within an office/business setting

Personal Attributes:

• Strong attention to detail and strong analytical, time management, and organizational skills
• Excellent communication skills, both oral and written
• Strong commitment to change and ongoing development; open to being flexible; adapt well to change

****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

Expected salary: $23.12 per hour

Location: Regina, SK

Job date: Mon, 04 Nov 2024 23:42:58 GMT

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