Operations Officer I (Montreal West)

Operations Officer I (Montreal West)

01 Nov
|
RobertsonLtd.
|
Montreal West

01 Nov

RobertsonLtd.

Montreal West

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail banking.
Introduction: Prime Hires is seeking a skilled Operations Officer I - Bilingual to join our client in support of an existing vacancy.
Contract Period: 12 months with potential to extend or convert
Pay Rate: $27 per hour
Location: Montréal, QC
Location Type: Hybrid
Business Hours: Monday – Friday, 8:00 AM – 4:00 PM, 8:30 AM - 4:30 PM
Job Responsibilities:

- Managing requests for information (RFI) by receiving inquiries through paper forms, email, or software-based systems.
- Requests are reviewed and assigned to officers, who capture and input the required details into the system.
- Work is performed within established SLAs, with requests filtered and prioritized based on their type.
- The system is then used to generate the required information or documentation, which is validated for accuracy before the request is completed.
- Once all requirements have been met, the request is closed, and a formal closing letter or communication is generated.
- Communication with Revenue Quebec, and providing information to the government as requested, very sensitive and confidential information so a heavily compliance-based environment.
- Provide a broad range of operational support and perform 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.
- Execute transactions accurately, on time,



and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s).
- Refer or escape 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.
- 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; escalated 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 escape 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 Conducts.

Experience & Qualification Requirements:

- Post- Secondarydegree required.
- 1-2 years of experience in banking/financial.
- Fully Bilingual in English and French- written and verbal.
- 1-2 years of SLA experience and solid administrative background.
- 1-2 years of Proficiency in Microsoft 365- Word, Outlook and Excel.
- 1 year of Compliance background or worked on government-based requests.

📌 Operations Officer I (Montreal West)
🏢 RobertsonLtd.
📍 Montreal West

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