Wealth Operations Analyst

We're looking for a Wealth Operations Analyst to join our Global Asset and Wealth Solutions team at MBPS. In this role, you are expected to perform a series of actions to complete transactions across functions for internal or external clients depending on operating model; with complex transactions which involve the decision-making element with functional knowledge required. This role requires evaluating multiple options, reviewing, and analyzing the information, and applying independent judgment based on process guidelines.

Position Responsibilities:

• Process all routine and standard transactions
• Maintain accurate records of transactions to interact effectively with distribution channels and/or clients
• Partner with Contact Centre, Advisory Support Managers, and Vendor (FCC) for escalated issue resolution
• Communicate with internal and external partners to ensure requests and transactions are processed in a timely manner