Offer summary
Qualifications:
Minimum 3 years in wealth operations, 2 years in leading role, Knowledge of ISA regulations, CASS rules, cash and stock reconciliations.Key responsabilities:
- Lead day-to-day operations of wealth team
- Manage customer communication and complaints effectively
- Identify process improvements, conduct training sessions
- Track team KPIs, collaborate with other departments for issue resolution
- Ensure processes are well-documented and up-to-date