Banking Wealth Operations Office III

Our client, a leading Canadian banking institution, is looking for a Wealth Operations Office to join their team. We are looking for individuals confirming transaction details using various methods of confirmation including phone, fax, swift and email.

Contract term:12/03/2018 to 07/09/2019 (6 months), possible extension and conversion

Pay rate: $19.85/hr

Full time: 37.5 hours

Schedule: Mon-Fri, 8:30am -4:30pm

Must have:

• Stronger knowledge of MS Office
• Documentation Experience
• Experience in WEALTH such as Loans, Deposits, Swaps and Forwards
• Excellent Written and Verbal Communication Skills
• Attention to Detail

Nice to have

• Understanding of MM and FX Products (eg. Options, Foreign Exchange spots and forwards, Money Market deposits and loans)
  Knowledge of Global and WSS platforms would be an asset.
  Banking/ Finance experiences

SUMMARY:

The main function of the Operations Officer is confirming transaction details using various methods of confirmation including phone, fax, swift and email.

Job Responsibilities:

• Timely and accurate confirmation of MM transactions, within the 24 hour confirmation policy
• Maintain sufficient audit trails on all confirmations
• Ensure the tracking system is updated daily and outstanding items are followed-up on an ongoing basis.
• Ensure all unconfirmed trades are escalated to Management and Front Office on time
• Work with areas such as Trading, Middle Office, Trade Validation and Treasury as it relates to confirming new
• deal structures, resolving discrepancies and ensuring Regulatory and Audit guidelines are being met and adhered to.
• Develop and maintain sound working relationships with counterparties and internal groups like Front Office, Treasury, Settlements, Investigations and Global Support.
• Actively participate in developing, testing and implementing new or enhanced processes and other process improvement initiatives
• Participate fully as a member of the Team.
• Provide assistance to other Confirmation Officers when necessary.
• Protect the interests of the Bank by adhering to operating standards and processes; obtain proper authorization for transactions as required.
• Act as a point of contact for customer queries

Skills:

• Ability to adhere to strict deadlines and handle high volumes of work
• Excellent quantitative and analytical skills
• Excellent organizational and time management skills
• Ability to work independently, as well as part of a team
• Self-motivated and goal-oriented
• Ability to adapt to changing policies and procedures
• Attention to detail is crucial.
• Understanding of MM and FX Products (eg. Options, Foreign Exchange spots and forwards, Money Market deposits and loans)
• Sound knowledge of Microsoft Office, proficiency in Excel is a must, coupled with the ability to learn and apply skills to new software programs.
• Knowledge of Global and WSS platforms would be an asset

Education/Experience: 

• 5-8 years of related working experience
• 0-2 years experience in a Trade Processing related role, preferably experience with cash products (such as Loans, Deposits, Swaps and Forwards)

HOW TO APPLY:

Please send resume to resume@gc-employment.com with the subject line "Banking Wealth Operations Office III- Mississauga"