Candidate Profile Details:

- Degree/Level of Education: Post secondary – degree or diploma, financial course they took in post secondary
- Certifications Required: No
- Years of Overall Experience: years of experience (flexible)
- How will performance be measured: Productivity, how they get along with their team, are they sticking to the banks processes? etc.
- Preferred/Ideal Candidate Background: strong technical background, corporate work experience is an asset

Summary Of The Role:

- Typical Day-to-Day Responsibilities: money transactions, bring in money into clients accounts or withdrawals. High risk
- How much time is being spent in meetings – half hour huddle daily
- Who are they interacting with (internal/external) Internal
- Will the contractor have access to any customer data? YES!!!

Must-Have Hard Skills:

- Proficient in Microsoft Excel
- Familiar with Macros

Soft Skills:

- Strong communication skills (written and verbal)

Nice-To-Have

- Prior banking, financial institution, or corporate work experience
- Prior customer service experience
- Product knowledge of RSP’S, TFSA’s
- Strong technical skills or background (comfortable using various applications, can create EUC’s etc.)
- Someone who is Customer service oriented (emails, phone calls)

Interview process:

- 1 Round – Virtual

Summary Of Day-To-Day Responsibilities:

- Job Description – 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.

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 rapid paced setting/ 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

Please note:

- AI is not used to screen, assess, or select candidates.
- This role reflects an existing vacancy at the time of posting.

Job Details

15041

Contract

5 months

Toronto

Recruiter

Recruiter information not available.

📌 Operations Officer (Toronto)
🏢 Proviso Consulting
📍 Toronto