Back Office Processor (Financial - Wealth Management)

Position Description

TITLE: Back Office Processor (Financial - Wealth Management)

JOB OVERVIEW:

The Back Office Processor plays a key role in ensuring accurate and efficient administration of financial back-office operations. This position combines processing and compliance responsibilities, covering a wide range of tasks within a centralized team environment.

The Senior Processor is responsible for managing specialized transactions requiring precision and timely execution, ensuring compliance with company policies, industry standards, and governing financial regulations, while also supporting process enhancements. Success in this role requires strong attention to detail, adaptability, and a consistent commitment to maintaining operational excellence.

EDUCATION:

• College Graduate; any business-related course is a plus

CAREER EXPERIENCE:

• At least 2 years of experience in Wealth Management, Insurance, or Financial services engagements/accounts
• Minimum of 2 years of experience in BPO supporting Canadian wealth management products (Mutual Funds, Registered Products, Segregated Funds, and others related) is preferred

SKILLS:

• High degree of accuracy and attention to detail, with the proven ability to process large volumes of financial transactions with minimal error while working within a highly structured environment.
• Strong written and verbal communication skills, with the ability to convey information clearly and professionally to collaborate effectively with internal teams and frontline agents via emails and ticketing systems.
• Advanced analytical and critical thinking skills, with the proven ability to manage complex processing exceptions, resolve transaction errors, and apply sound decision making in wealth management contexts.
• Excellent documentation skills and a high level of process adherence, ensuring accurate and consistent logging of all transactional activities and resolutions in compliance with quality standards and regulatory requirements.
• Technologically adept, with proficiency in back office processing systems, ticketing tools, Microsoft Office, and other relevant platforms, alongside a strong retention of standard operating procedures (SOPs) and system workflows.
• Demonstrates ownership and accountability for operational performance metrics, including accuracy rates, processing volumes, and strict adherence to Service Level Agreements (SLAs).
• Maintains a high standard of data privacy, risk awareness, and security compliance in all financial transactions, data handling, and internal communications.
• Adaptable and responsive to fast changing operational priorities; displays initiative, a continuous improvement mindset, and a willingness to assist or back up other team members as needed.

Other Expectations

• Schedule Adherence: Complies with assigned shift schedules (including but not limited to start time, end time, and breaks/lunch); follows rest day schedules; adheres to leave filing policies outlined by the engagement/company.
• Quality Compliance: Delivers service that meets or exceeds quality standards and takes prompt action to correct any deficiencies in performance or process.
• Teamwork and Communications: Actively participates in team and company meetings; supports team members by acting as a backup when needed; shares frontline insights and client feedback to drive service excellence.
• Collaboration: Engages with peers and leaders across different functions to ensure smooth service delivery and to support overall team goals.
• Continuous Improvement: Demonstrates initiative in identifying service gaps or process inefficiencies and contributes ideas to improving the client experience and operational effectiveness.
• Feedback Driven: Embraces feedback from peers, supervisors, QA, and managers; uses insights to continuously enhance performance and client interactions.

Your future duties and responsibilities

Required Qualifications To Be Successful In This Role Together, as owners, let’s turn meaningful insights into action. Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because…

You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.

Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.

You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

That same commitment to fairness extends to how we use technology. To support our recruitment team, AI tools may be used to help assess applications though they never replace human judgement. All hiring decisions remain entirely in the hands of our recruitment professionals.

Come join our team—one of the largest IT and business consulting services firms in the world.