Duration: 6 months

Schedule: Monday to Friday- 8:30 AM to 5:00 PM Onsite

Overview

- Provide a broad range of operational support and performs general to specialized transactions and/or other processing activities for own Operations and Business Services function.
- May contribute to analysis/reporting on critical projects or special initiatives that strengthen our operating model/processes and elevate service quality.
- Customer
- Execute transactions accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs).
- Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensure that service quality is maintained.
- Identify opportunities to improve service delivery.
- Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels.
- Interact with partners by responding to requests in an effective and timely manner.
- Shareholder Value
- Prioritize and manage own workload to meet Service Level Agreement (SLA) requirements for service and productivity.
- Understand internal and industry regulations and trends, remain informed of emerging issues and apply appropriate due diligence in adherence with operating policies/procedures.
- Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate.
- Support the timely and accurate completion of business processes.




- Actively review internal processes/activities and provide ideas for process improvement.
- Investigate and escalate non-standard or high-risk activities as appropriate.
- Adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management).
- Be knowledgeable of and comply with Bank Code of Conduct.

Must Have:

- Ability to adhere to strict deadlines and handle high volumes of work.
- Excellent quantitative and analytical skills/problem solving 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 Money Movement and Registered and Non Registered Products (eg. Options, Margin, Foreign Exchange spots and forwards, Money Market deposits, relate to transfer locked in registered products).
- knowledge asset and securities
- Sound knowledge of Microsoft Office, proficiency in advance Excel is a must, coupled with the ability to learn and apply skills to new software programs.
- Advanced proficiency in Microsoft Excel, including VLOOKUP/XLOOKUP, Pivot Tables, Conditional Formatting and Formulas and data analysis functions




- Robust verbal and written communication skills with the ability to communicate clearly and professionally

Soft Skills:

- Proven ability to thrive in a fast-paced, deadline-driven environment.
- Ability to remain composed, exercise sound judgment, and perform effectively under pressure

Nice to Have:

- Knowledge of Global and Wealth Shared Services platforms would be an asset.
- Experience in a Transfer Processing related role, preferably experience with Registered and Non Registered Accounts products (such as locked in registered products, Margin)
- Previous experience in banking or financial services operations
- General knowledge of the wealth management industry
- Basic understanding of registered and non-registered account types and associated investment assets
- Familiarity with account transfer systems and related operational processes
- Completion of the Canadian Securities Course (CSC) or Canadian Investment Regulatory Exam (CIRE) is considered an asset.

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

AI Statement: By applying, you acknowledge that AI-assisted tools may be used during hiring.

📌 Operations Officer III #26-22438 - US Tech Solutions (Mississauga)
🏢 US Tech Solutions
📍 Mississauga