Position Title: Operations Specialist - Junior
Duration: 12 months
Working hours: Mon to Fri 8:30 am to 5:00 pm
Working Location: Toronto, ON (In office 2x/week Mon/Tues or Mon/Thursday based on location)
This role is open to anyone in Canada, but not 100% remote. This individual must be able to work during EST.
 
Summary:

• Supports the delivery of an exceptional customer experience to private wealth clients.
• This role supports 2 individuals who are client facing.
• Provides a superior level of courteous, knowledgeable, and professional service to all existing and potential clients, displaying a comprehensive knowledge of products.
• Recognizes the appropriate time to proactively support clients’ needs and works collaboratively with the branch and regional teams.
• Ensures compliance and operational effectiveness.
• Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
• Determines client needs and ensures timely and accurate completion of transaction processing.
• Takes ownership of client inquiries/concerns/complaints, ensuring timely resolution and referring as appropriate.
• Maintains detailed knowledge and understanding of integrated private wealth services and offerings, as well as a detailed understanding of the strategic direction of the business.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Analyzes data and information to provide insights and recommendations.
• Strives to exceed client service standards to maximize relationship retention and growth.
• Develops rapport and instills confidence with the private wealth teams to develop credibility and earn their trust.
• Provides timely, accurate service and support to Private Wealth Professionals by completing a wide variety of credit, non-credit, and related activities.
• Adheres to all banking, investment, and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines.
• Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting, money laundering, or defalcation in accordance with Bank policy.
• Participates in audits and compliance reviews as assigned.
• Identifies and escalates all irregularities and discrepancies to management.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

 
Must Have:

• Typically between 2 – 3 years of relevant experience and a post-secondary degree in a related field of study, desirable or an equivalent combination of education and experience.
• Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes, and applications within the financial sector realm.
• Basic knowledge of the Lending Process and supporting policies.
• Verbal & written communication skills – Excellent.
• Organization skills – Excellent.
• Collaboration & team skills – Excellent.
• Analytical and problem-solving skills – Excellent.

 
Nice To Have:

• Same bank-specific product knowledge.
• Ability to learn new systems quickly.
• MS Office Suite Applications (Excel intermediate).

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 22.07/hr.