Job Title: Operations Officer II
Location: Toronto, ON (Hybrid)
Estimated Duration: 11 Months
SUMMARY OF DAY-TO-DAY RESPONSIBILITIES:
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 client wealth clients and business partners in order 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 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
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
- Multi-task with multiple applications
- Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
- Adapt to 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 improvement
MUST-HAVE Hard Skills:
- Proficient in Microsoft Excel
- Strong technical skills or background (comfortable using various applications, can create EUC’s etc.)
- Familiar with Macros
SOFT SKILLS:
- Strong communication skills (written and verbal)
- Someone who is Customer service oriented (emails, phone calls)
NICE-TO-HAVE
- Prior banking, financial institution, or corporate work experience
- Prior customer service experience
- Product knowledge of RSP’S, TFSA's
The pay range that the employer reasonably expects to pay for this position is between CA$22.00 and CA$26.00
Our voluntary benefits offering includes medical, dental, vision and retirement benefits.
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Tundra Technical Solutions is a global workforce and technology delivery firm, ranked by Staffing Industry Analysts as one of the largest in North America. At Tundra, we aren't just hiring top talent at the world's most recognizable brands; we are pioneers of social recruitment. We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or other legally protected characteristics. We welcome and encourage diversity in the workplace.
We use artificial intelligence tools to help our recruiters screen and assess talent. These tools do not replace human decision making in the process.
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