Position Title: Operations Officer II
Duration: 5 months (Extension/Conversion Possible)
Schedule: M-F (8:30-5 pm)
Work mode: Onsite – 5 days per week
Location: Toronto, Ontario

Job Description:

• The 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 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 when 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.
• Multitask 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 analysis, development, testing, and implementation of operating and process improvements.

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 EUCs, etc.)
• Someone who is customer service-oriented (emails, phone calls)

 
 
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.The pay rate for this position is C$22.88/hr.