Operations Officer II

Job Title: Operations Officer II
Location: Barrie, ON (Onsite)
Estimated Duration: 12 Months

SUMMARY OF THE ROLE:
Typical Day-to-Day Responsibilities: Responsible for managing emails, processing applications, completing required tasks accurately, addressing client concerns, collaborating with back-office teams, and preparing monthly reports
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 – E4Provide subject matter expertise for internal and external partners within defined area
SHAREHOLDER:
Complete assigned tasks accurately & within established standards – Actively participate in daily touch points and work distribution Contribute to the achievement of satisfactory audits by understanding & following audit and process guidelines – Identify areas of risk and escalate as necessary – Be knowledgeable 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 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 (eg. 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 experience in a Trade Processing related role, preferably experience with cash products (such as Loans, Deposits, Swaps and Forwards)

MUST-HAVE Hard Skills:

• Calender  Management experience
• Requires comprehensive knowledge of life, critical illness and disability insurance processing and products
• Previous experience with computer applications, such as Microsoft Word and Excel.

Education/Experience

• 3+ years of service experience in the Life Insurance industry in an administrative or Sales supporting role

SOFT SKILLS:

• Strong communication skills with ability to work in team as well as independently
• Proactive
• attention to detail
• Ability to accurately document and record customer/client information

NICE-TO-HAVE

• Level 2 Life License or LLQP (or attained within the first 6 months of start date)
• Designations such as Certified Financial Planner (CFP), Certified Life Underwriter (CLU), Chartered Financial Consultant (CHFC) or similar designations are considered an asset.
• In-depth understanding and practical knowledge of insurance solutions (products and services, processes, procedures and systems) with client and wealth management team relationship building