Operations Officer (6-Months Contract)

• 20% Customer Service– Perform a high level of Customer Service by:
• Promptly responding to client inquiries received from the Contact Centre, Fraud Group or directly from clients.
• Ensure customer satisfaction; must be well versed in product knowledge and features as well as policies and procedures.
• Resolving any issues that may arise and escalating as needed.

• 30% Client Onboarding Review and Input: Facilitate the regulatory onboarding of customers in an efficient, compliant, and client-centric manner. Rapidly triage and escalate complex issues to management for resolution.  For each application being processed:
• Ensure all required record keeping documentation has all been received in good order.
• Confirm receipt of initial deposit and resolving discrepancies or recommending exceptions where and when appropriate.
• Input the deposit details accurately into the banking system.

• 50% Processing – On a daily or periodic basis, Officers must review & process:
• Cheque deposits.
• Incoming EFTs.
• Returned items.
• Transfer-In and Transfer-Out requests for Registered Retirement Savings Plan (RRSP) & Tax-free savings account (TFSA).

Let’s Talk About You!

• Minimum of 2 years’ proven financial services operations experience.
• Exhibit sufficient judgment to detect, solve, or escalate problems efficiently and effectively.
• High level of accuracy in daily tasks, the ability to prioritize and multitask.
• Strong computer skills; ability to work independently on assigned tasks.
• Excellent oral/written communication, relationship management, and time management skills are a must.
• Must be able to operate effectively within a fast-paced environment with tight time frames which are closely scrutinized by Senior/Executive Management.
• Strong Customer Service orientation.
• Able to perform well in a high volume, high intensity environment.
• Product knowledge of Deposit & Registered products would be an asset.
• Proficient computer skills including, MS Office.
• May be required to be on call, and to work occasional weekend/holiday/evening hours.
• Schedules will be in shifts to service clients from 8AM – 8PM EST.