Job Description

Our client, a leading Canadian banking institution, is looking for Operations Officer to join their growing team. We are looking for applicants who have excellent communication skills, familiar with email message and previous banking experience.


Contract term: 27/08/2018 to 26/08/2019

Pay Rate: $18.00/hour

Full-time: 37.5 hours

Schedule: Monday – Friday, 8:30 am – 5:00 pm


Must Haves: 

  • Ability to work in a fast paced environment
  • Advanced Excel (e.g. Pivot tables, V look ups, formulas, functions, and macros)
  • Banking experience
  • Familiar with email message
  • Advanced macros, look-up, pivot table- excel 
  • Fast pace 
  • Determination 
  • Multi-task 
  • Driven 
  • Excellent communication 

Nice to have:

  • FIC or CSC 
  • Banking experience 

Summary: The Wealth Operations Officer is responsible for the timely and accurate processing of relevant transactions. This encompasses both financial and non-financial activities.


Job Responsibilities: 

  • Process transactions accurately and on time 
  • Escalate processing issues where necessary to ensure a high level of service is maintained 
  • Serve clients as required – adhere to Service Level Agreements (SLA) and internal service delivery standards 
  • Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients 
  • Identify opportunities to improve service delivery and support process improvement initiatives 
  • Develop and Manage the Team/Teamwork 
  • Participate fully as a member of the team, promote team effectiveness, and contribute to a positive work environment 
  • Support the team by continuously developing knowledge in own area 
  • Ensure adherence to all HR policies, other Bank, and Industry Codes of Conduct 
  • Keep others informed and up-to-date about the status/progress of projects and all relevant or useful information related to day to day activities 
  • Prioritize and manage own workload to meet SLA requirements for service and productivity 
  • Multi-task with multiple applications 
  • Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients 
  • Adapt to fast paced environment/ under pressure / high volumes 
  • Escalate non-standard or high risk transactions or other activities as appropriate 
  • Ensure documentation prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations 
  • Complete investigations – report/escalate risk issues identified or process gaps 
  • Know and apply system capabilities, ensure upload/download of information is completed timely and accurately 
  • Assist in analysis, development, testing, and implementation of operating and process improvements 


How to apply 

Please send your resume to with the subject line “Banking Operations Officer II - Toronto”