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Banking Operations Officer II
Location Toronto
Start Date 9/18/2018
Type Full time
Created 9/18/2018
Salary
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Banking Operations Officer II

Our client, a leading Canadian banking institution, is looking for Operations Officers to join their growing team. We are looking for individuals with an accounting background and excellent data entry, advanced MS Excel (Macros, Pivot tables, V-look ups), and communication skills.

 

Contract term: 2018-10-01 to 2019-04-01

Pay rate: $17.34/hour

Full-time: 37.5 hours

Schedule: Monday - Friday, 9:00am - 5:00pm

 

Must Have:

  • Ability to work in a fast paced environment
  • Advanced Excel (Macros, Pivot tables, V-look ups) - spreadsheets
  • Excellent communication skills
  • Excellent Typing/Data entry (speed and & accuracy)
  • 2+ years of Call Center Experience
  • Organized and Attention to Detail
  • Active Team Player
  • Time Management Skills

 

Nice to Have:

  • Brokerage/securities/financial industry experience & a keen interest in this field
  • Knowledge of VBA or equivalent programming/scripting language is an asset
  • Canadian Securities Course
  • ISM Experience
     

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

Client Experience

  • Process transactions accurately and on time
  • Escalate processing issues where necessary to ensure a high level of service is maintained
  • Own, escalate and resolve issues with the focus of client service excellence, exceeding expectation and creating a legendary client experience.
  • 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
  • Contribute to the success of the team by willingly assisting peers in the performance and completion of assigned duties.
  • 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

Internal Practices & Processes

  • 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 careers@gc-employment.com with the subject line “Banking Operations Officer II_Toronto”

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