Processing Officer

Toronto, Ontario M5S | Temporary

Job ID: 56124 Industry: Brokerage/Finance

Our financial services client is looking for a Processing Officer to join their team for a 1-year contract!

Job Title: Processing Officer
Location: Downtown Toronto - Bay Street and Bloor Street
Pay Rate: $17.34/hour
Contract Duration: 1 year
Hours of work: Monday to Friday, 8:30am to 5:00pm

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 Description:

  • Maintain and support processing requirements for RESP & RDSP for all lines of Business DI, FP and PIA
  • Ensure client and partner expectations are met
  • Review and balance account to ensure the amounts requested are correct
  • Ensure the RESP rules within the plan are compliant

Job Requirements:

  • Advanced proficiency in Microsoft Office Suite, primarily Excel: comfortable using vlookup, pivot tables/reporting, formula auditing and SUM/IF 
  • Working knowledge of the securities industry, including product knowledge of account types and their functionality an asset 
  • Telephone etiquette - Call Centre experience an asset
  • 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


  • Proficiency in ISM, SMS, Electronic Imaging Services (EIS) 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
  • Approximately 3 years of customer service experience
  • 1 to 2 years in a processing related role

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

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

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