Our client, a Banking company, is looking for a Operations Officer II for their Toronto, ON location.

Responsibilities:

- Typical Day-to-Day Responsibilities: money transactions, bring in money into clients accounts or withdrawals. High risk

- Registered Plans Wealth Operations Officer is responsible for the timely and accurate processing of transactions. This encompasses both financial and non-financial activities. Provides continuity of service to all clients and business partners in order to maintain or exceed our Service Level Agreement commitments and create a Legendary Client Experience.

- 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





- 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 improvement

Requirements:

- Proficient in Microsoft Excel

- Familiar with Macros

- Strong communication skills (written and verbal)

- Prior banking, financial institution, or corporate work experience

- Prior customer service experience

- Product knowledge of RSP’S, TFSA's

- Robust technical skills or background (comfortable using various applications, can create EUC’s etc.)

- Someone who is Customer service oriented (emails, phone calls)

Why Should You Apply?

- Health Benefits

- Referral Program

- Excellent growth and advancement opportunities

📌 Operations Officer II (Toronto)
🏢 Iconma Portal
📍 Toronto