Operations Officer

Toronto, ON | Temporary

Job ID: 51457 Industry: Administrative/Office Support

Our financial services client is currently seeking an Operations Officer for a 5 month contract role

Job Type: Temporary/Contract
Location:  Toronto
Pay rate:  $ 17.00/hr
Hours:      8:30am-5pm 

MUST HAVE: 

1.) attention to detail 
2.) accuracy 
3.) excel skills knowledge – intermediate 
4.) previous banking experience 






Job Description:  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 in order to maintain or exceed our Service Level Agreement commitments and create a Legendary Client Experience. 

 


Skills and Requirements

  •  Sound knowledge of CRA Registered Plans (RRSP, TFSA, RRIF, RESP &  RDSP) guidelines 
  •  Knowledgeable on Registered Plans Products, Pension Acts-Provincial and  Federal 
  •  Strong organizational and time management skills 
  •  Highly motivated team player, quick learner with strong attention to detail 
  •  Intermediate to Advanced proficiency in Microsoft Office Suite, including but not  limited to, Vlookup, Pivot tables and reporting, formula auditing and SUM/if  formula. 
  •  Advanced Keyboarding 
  •  Post-Secondary education required (University degree an asset) 
  •  Successful completion of the Investment Funds Institute of Canada (IFIC)  and/or Canadian Securities Course (CSC) an asset 
  •  Proficiency in ISM, SMS, Electronic Imaging Services (EIS) an asset 
  •  Working knowledge of the securities industry, including product knowledge of  account types and their functionality an asset 
  •  Proven Telephone etiquette – Call Centre experience an asset 
  •  Proficiency in spoken and written communication 
  •  Commitment to client service excellence

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

 

 

To apply, please click Apply Online or submit your resume by email to: 

 

CLUresume@bagg.com

 

View all of our job postings at www.bagg.com 

Accommodations are available upon request to support your participation during all stages of the recruitment process.


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