Project Manager (Wealth Management)

Contract: Toronto, Ontario, CA

Salary: 60.00 Per Hour

Job Code: 334859

End Date: 2023-05-28

Job Status: Expired

This Job is no longer accepting applications

Describe your department – size, structure, team culture Professional Practice Group –

  • Our team provides support to Royal Trust and to Wealth management as a whole.
  • The team is composed of accountants, lawyers and other professional staff who provide expertise to Royal Trust.
  • The team for which these initiatives benefit support Wealth Management altogether.

Daily Responsibilities: Describe a typical “day in the life”.

  • Schedule and attend meetings, create and update project plans, take minutes and communicate action items, communicate between suppliers and RBC departments for onboarding suppliers, follow up on action items, keep all on task and project on schedule

Project Name(s), if applicable: Please provide a brief project description.

Project Luddite 

  • To implement technology fixes that may improve efficiency by reducing time spent on manual activities.
  • Involves Process Re-engineering and Global Operations.
  • Will need assisting ensuring the phases are documented correctly from a tech perspective Onboarding a supplier for a PoC and laying out phases of the PoC – Require assistance with all the communications and ensuring all activities in setting up the PoC are complete.
  • Once PoC commences, to start completion of onboarding supplier for a long term engagement

What program/technology/software knowledge is essential for this role?

  • It would be preferable if the person is somewhat aware of the programs/processes that Operations or Wealth management uses as the projects involve utilizing stored data and amending process flows.
  • In addition, any knowledge of onboarding suppliers or navigating complex processes is helpful

Must-have Skills/Experiences

  • Some exposure to technology but not expected to be the subject matter expert.
  • Need to have attention to detail and be organized Must be able to juggle multiple priorities and conversations at one time

Soft Skills:

  • Must have excellent Communication Skills Must have attention to detail and be organized Must be able to collaborate amongst multiple skill sets and understand new concepts
Job Requirement
  • Wealth
  • Wealth Management
  • Onboarding
  • Customer on boarding
  • Client onboarding
  • bank
  • banikng
Reach Out to a Recruiter
  • Recruiter
  • Email
  • Phone
  • Harsh Mistry
  • harsh.mistry@collabera.com
This Job is no longer accepting applications
Apply Now
close-icon

©2024 Collabera. All rights reserved.