ADMIN/CLERICAL ONLY Back-office vs. Telephone Work: 100% back office CANDIDATE PROFILE DETAILS Degree/Level of Education: Post-Secondary certification. Certifications Required: No Years of Overall Experience: 2–4 years of banking/financial experience How will performance be measured: SLA based, productivity metrics Preferred/Ideal Candidate Background: Candidate should have experience in accounting and account reconciliations, with strong Excel skills including VLOOKUPs, Pivot Tables, and Macros. Must demonstrate high accuracy, attention to detail, strong written and verbal communication skills, and a reliable, punctual work ethic. Experience in banking or financial services is required, with prior TD experience considered an asset. Note: Candidate’s vacation request will not be approved if anything is planned for the first 3 months after starting. SUMMARY OF THE ROLE Typical Day-to-Day Responsibilities: Performing account reconciliations to ensure the accuracy of financial records, processing wire transfers and account settlements, and posting debit and credit transactions in a timely manner. Regularly investigating transaction discrepancies, resolving account-related issues, and following up on outstanding items to ensure proper resolution. Maintaining accurate documentation, monitoring account activity for exceptions, and collaborating with internal teams and clients to support smooth and efficient transaction processing while adhering to established policies and procedures. How much time is being spent in meetings: 30 minutes a day. Who are they interacting with (internal/external): Both Will the contractor have access to any customer data? YES MUST-HAVE HARD SKILLS
Prior experience in Accounting/Reconciliation: 2–4 years.
Proficiency in Excel: Macros, VLOOKUP, Pivot Tables.
2–4 years of banking/financial experience.
SOFT SKILLS
Accuracy and attention to detail.
Good written and verbal communication skills.
Punctuality.
NICE-TO-HAVE 1. Prior TD experience in operations is strongly preferred. DISQUALIFIERS Is there any information/experience on a candidate’s resume that would disqualify them from consideration for this position?
Short-term contracts.
Job hopping.
ROLE DESCRIPTION Provides a broad range of operational support and/or performs general to specialized transactions and/or other processing activities for own functional area within Operations & Technology. Supports partner relationships and is responsible for maintaining operational effectiveness to ensure business objectives, Service Level Goals and CEI targets are met. Reports to a Team Manager within the Team Structure. CUSTOMER
Positively contribute to the overall customer experience and loyalty index in each interaction.
Ensure customer problems are handled appropriately by utilizing the established partner problem resolution process both internally and externally and escalating when required.
Create and/or recognize exceptional customer service through established programs.
Ensure all required processing and enquiries are fulfilled meeting Service Level Goals.
Provide subject matter expertise for internal and external partners within the defined area.
SHAREHOLDER
Complete assigned tasks accurately and within established standards.
Actively participate in daily touchpoints and work distribution.
Contribute to the achievement of satisfactory audits by understanding and following audit and process guidelines.
Identify areas of risk and escalate as necessary.
Be knowledgeable about and comply with Bank Codes of Conduct.
Identify, suggest, and actively participate in process improvements.
Understand and apply bank/service centre operating policies and procedures.
Demonstrate flexibility by adapting to change within the business area and unit.
Adopt new process and technology improvements.
Ensure necessary due diligence is taken to support the accuracy of all transactions.
SKILLS
Ability to adhere to strict deadlines and handle high volumes of work.
Excellent quantitative and analytical skills.
Excellent organizational and time-management skills.
Ability to work independently, as well as part of a team.
Self-motivated and goal-oriented.
Ability to adapt to changing policies and procedures.
Attention to detail is crucial.
Understanding of MM and FX products (e.g., options, Foreign Exchange spots and forwards, Money Market deposits and loans).
Sound knowledge of Microsoft Office, proficiency in Excel is a must, coupled with the ability to learn and apply skills to new software programs.
Knowledge of Global and WSS platforms would be an asset.
EDUCATION/EXPERIENCE - 2 years of experience in a trade-processing-related role, preferably experience with cash products (such as loans, deposits, swaps, and forwards).
Applicant Notices & Disclaimers
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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.
