Operations Officer

Toronto, Ontario M5S | Temporary

Job ID: 59250 Industry: Administrative/Office Support


Our client, a leading financial institution, is looking for 3 Operations Officers to join their team!

Job title: Operations Officer 
Location: 77 Bloor Street, Toronto, ON
Hours of work: Monday to Friday, 8:30am - 5:00pm
Contract duration: 1 year
Pay rate: $17.34


Job summary: The main function of the Operations Officer is confirming transaction details using various methods of confirmation including phone, fax, swift and email. 


Job responsibilities: 

  • Maintain and support processing requirements for RESP & RDSP for all lines of Business DI, FP and PIA.
  • Ensure client and partner expectations are met. 
  • Ensure the RESP rules within the plan are compliant.

Job requirements/skills:

  • Intermediate to Advanced proficiency in Microsoft Office Suite, primarily EXCEL, in addition to Vlookup, Pivot tables and pivot reporting, Formula Auditing & SUM or IF formula
  • Working knowledge of the securities industry, including product knowledge of account types and their functionality an asset
  • Proven Telephone etiquette 
  • Commitment to client service excellence 
  • Ability to work under pressure and demonstrated problem solving skills in a fast paced environment. 
  • Ability to work with multiple internal departments and coordinating the completion of different transactions. 
  • 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. 


Education/experience:

  • Call Center experience an asset 
  • 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 
  • Customer Service Skills - 3 Yrs. 
  • 1-2 years' experience in a Processing related role 

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