Senior Back Office Processor - Wealth Management

Position Description

JOB OVERVIEW:

The Senior 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:

• At least High School Graduate (old curriculum), Senior High School Graduate (K-12), or College Undergrad
• Post-secondary degree in Business, Finance, Accounting, or a related field is preferred
  
  

CAREER EXPERIENCE:

• At least 2 years of experience in Wealth Management, Insurance, or Financial services engagements/accounts
  
  

SKILLS & COMPETENCIES:

• High degree of accuracy and attention to detail, with the ability to process large volumes of transactions with minimal error
• Strong problem-solving and critical thinking skills, with the demonstrated ability to analyze information and resolve issues effectively.
• Excellent interpersonal and communication skills (both written and verbal), with the ability to collaborate across teams and provide clear documentation.
• Proven ability to work within a structured environment while contributing to process improvements.
• Adaptability and willingness to assist or back up other team members as needed.
  
  

PERSONAL ATTRIBUTES:

• Team-oriented mindset with a commitment to maintaining service excellence.
• Proactive learner who seeks to expand their knowledge of financial products and processes.
• Professional, reliable, and motivated to contribute to both individual and team success.
  
  

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.

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