Overview

Entry Level Investment Operations Hybrid s Jobs in Toronto, Canada at TEKsystems

Position: Entry Level Investment Operations Role with Hybrid Work Options
Embark on your finance career as an Entry Level Investment Operations Officer. Dive into back-office tasks involving data processing while enjoying a hybrid work arrangement that balances in-office and remote tasks.

In this entry-level position, you will primarily focus on updating customer accounts and processing essential documentation.

Your role requires strong communication skills and knowledge of various banking products. Work seamlessly with both branch compliance officers and head office staff to ensure smooth account operations and reporting.

Key Responsibilities:

• Update and maintain customer account information

• Communicate with branches to collect necessary documentation

• Review accounts per Standard Operating Procedures

• Collaborate with staff regarding payments and account actions

• Document findings accurately using Microsoft Excel and Power Point

Requirements:

• Strong communication skills, both written and verbal

• Familiarity with Excel, VLOOKUP, and Pivot Tables

• Experience with registered and non-registered products

• Ability to work in downtown Toronto’s hybrid model

Kickstart your career in investment operations, honing essential skills and engaging in varied daily tasks.
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Title: Entry Level Investment Operations Hybrid s

Company: TEKsystems

Location: Toronto, Canada

Category:

 

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