Data entry/Operations Associate - Bank/Finance

Job Description:

What is the opportunity?

As an Associate, Operations - Data Entry Operator, you will play a crucial role in ensuring the accuracy, completeness, and quality of client onboarding, account maintenance, and servicing processes within Wealth Management Operations. Your attention to detail and analytical skills will be essential in identifying and addressing operational gaps, managing risk, and recommending process improvements. You will develop and apply an in-depth knowledge of regulatory requirements (KYC/AML/QI/FATCA/CRS) to review, verify, and validate client documentation and data. This will involve conducting thorough reviews of client information, identifying potential discrepancies or areas of non-compliance, and taking corrective action to ensure adherence to regulatory standards.

What will you do?

• Provide accurate processing support for standardized and/or manual processes within a specific Operations department.
• Accurately review, verify and/or record data into technology supporting department processes.
• Understand department procedures and required accountabilities in the area or department in which the incumbent works.
• Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operations departments and Business Units.
• Maintain department documentation, ensuring procedures, policies, and guidelines are up-to-date and accurate.
• Perform other duties and responsibilities as assigned.

What do you need to succeed?

Must-have

• 4-year degree from an accredited university
• 1+ years of operations, securities, or Wealth Management industry experience
• 1+ years of experience working with large data sets and complex processes
• Strong written and verbal communication skills, with ability to tailor communication to stakeholders
• Strong attention to detail and risk management mindset
• Strong critical thinking skills and ability to propose innovative solutions

Nice-to-have

• Knowledge of KYC/AML/QI/FATCA/CRS documentation processing and regulatory requirements (CIRO, OSFI, IRS, etc.)
• Experience with reporting tools such as MS Excel (advanced formulas, pivot tables, macros), Power BI, or Access

What’s in it for you?

• Comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive compensation
• Strong leadership support for development and career growth
• Opportunity to make a meaningful impact in a high-performing environment
• Exposure to dynamic, collaborative, and progressive team culture
• Opportunities for increasing responsibilities and cross-functional roles
• Access to multiple career paths across business units

Job Skills:

Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time Management

The expected base salary range for this position is $20 – $21 per hour, depending on experience, skills, and internal equity.

The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location.

For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.

We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.