Job Title

Department Overview Size, Structure, Team Culture Currently, 30+ on team and expanding. Team located in Vancouver and Toronto. At the heart of our team is a commitment to precision, collaboration, and client-centric excellence. We thrive in a dynamic, fast-paced environment where every team member plays a critical role in ensuring seamless account setup and documentation processes for our wealth management clients. Daily Responsibilities A Typical Day in the Life Review incoming requests (e.g., client documentation updates, or advisor-initiated changes) in the queue. Data Entry & Verification: Process client information (e.g., KYC details, tax forms, investment preferences) into systems, ensuring accuracy and compliance with regulatory standards. Cross-check data against source documents. Scrutinizing documents to prevent errors that could delay account activation. Verify adherence to policies and regulatory requirements (e.g., AML, privacy laws). Flag potential risks for review. Assist with backlog reduction, process improvement suggestions, or training new hires on data entry best practices. Must-Have Skills/Experience/Education Post-Secondary Education Nice-to-Have Skills/Experience/Education Basic understanding of regulatory compliance software (e.g., for AML, KYC checks). Prior exposure to financial services, wealth management, or banking operations. Knowledge of investment products (e.g., stocks, mutual funds) and account types (e.g., RRSP, TFSA, FHSA). Soft Skills Strong analytical skills for identifying discrepancies in complex documents. Adaptability to handle high-volume, time-sensitive tasks with shifting priorities. Proactive communication to clarify ambiguities with front-office staff and colleagues. Attention to detail beyond basic data entry (e.g., spotting compliance risks). The expected base salary range for this position is $19 $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.