Position Title: Operations Officer II
Duration: 11 months (Possibility of Extension and Conversion)
Schedule: M-F, core business hours – 37.5 hours per week, 7.5 hours per day (8:30-5 pm)
Location: Toronto, ON

Summary of Day-To-Day Responsibilities:
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 Bank’s 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

• Participating fully as a member of the team, promoting team effectiveness, and contributing to a positive work environment.
• Support the team by continuously developing knowledge in one's own area.
• Ensure adherence to all HR policies, the Bank's and Industry's 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 a 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 the analysis, development, testing, and implementation of operating and process improvement.

 
Must-Have Hard Skills:

• Proficient in Microsoft Excel.
• Strong technical skills or background (comfortable using various applications, can create EUC’s, etc.).
• Familiar with Macros.
• Strong communication skills (written and verbal).
• Someone who is Customer service oriented (emails, phone calls).

Nice-To-Have:

• Prior banking, financial institution, or corporate work experience.
• Prior customer service experience.
• Product knowledge of RSP’S and TFSA's.

  
 
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: $ 22.88/hr.