Wealth Operations

Position Title: Accountant Duration: 4 months Extension possible: Yes, based on business needs and performance Conversion Possible: Yes, based on business needs and performance. Work Location: Toronto, ON SUMMARY OF THE ROLE: Typical Day-to-Day Responsibilities: Money movements daily, reviewing documentation accurately before processing transfers, investment/securities transfers, running macros on a daily basis so working with excel spreadsheets, using multiple software for processing transfer requests working in a compliance heavy environment. How much time is being spent in meetings: 15 min a day MUST HAVE Hard Skills: Banking/Financial background: 2-4 years Microsoft Excel- Macros Securities/Wealth Operations background Tech Savvy Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the Canada, Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status. Dexian will on request provide accommodation for disabilities to support your participation in all aspects of Recruitment, Assessment and selection process.

The role involves managing daily money movements and reviewing documentation for accurate investment and securities transfers. Additionally, the position requires running daily macros using Excel and utilizing multiple software platforms within a compliance-heavy environment.

Candidates must have 2-4 years of experience in banking or financial services with a background in securities or wealth operations. Proficiency in Microsoft Excel, specifically with macros, and being tech-savvy are essential requirements.

Identified from the job description. Confirm important requirements above.

• Banking
• Financial Services
• Microsoft Excel
• Macros
• Securities
• Wealth Operations
• Money Movements
• Investment Transfers
• Compliance
• Data Processing
• Software Proficiency

Minimum experience

2+ years

Apply by

Aug 19, 2026