Operations Officer II X 2

Job Title: Operations Officer II X 2
Location: Toronto, ON (Hybrid)
Estimated Duration: 4 Months

Key Responsibilities
Operational Processing

• Accurately process and review a variety of financial transactions within established service level agreements.
• Ensure all transactions are completed according to operational procedures, policies, and regulatory requirements.
• Perform detailed reviews and validations to ensure data integrity and transaction accuracy.
• Manage high volumes of work while maintaining quality and meeting deadlines.
• Support day-to-day operational activities and contribute to overall team objectives.

Partner & Customer Support

• Respond to inquiries from internal and external partners in a professional and timely manner.
• Investigate and resolve operational issues through effective problem-solving and collaboration.
• Escalate complex issues and potential risks when appropriate.
• Provide guidance and subject matter expertise within designated areas of responsibility.

Risk & Controls

• Adhere to established controls, policies, and compliance requirements.
• Identify operational risks, processing discrepancies, and control gaps, and escalate where necessary.
• Support audit readiness by ensuring procedures and controls are followed consistently.
• Exercise sound judgment and due diligence in all activities.

Continuous Improvement

• Identify opportunities to improve processes, efficiency, and customer experience.
• Participate in process improvement initiatives and support the implementation of new technologies and business changes.
• Demonstrate flexibility and adaptability in response to changing priorities and business needs.

What You'll Bring
Required Skills

• Strong attention to detail with a proven ability to identify discrepancies and maintain accuracy.
• Excellent analytical and problem-solving skills.
• Strong organizational and time management skills with the ability to prioritize competing workloads.
• Ability to learn new processes, systems, and technologies quickly.
• Self-motivated with the ability to work independently and collaboratively within a team environment.
• Strong verbal and written communication skills.
• Ability to thrive in a fast-paced, high-volume operational environment.
• Demonstrated commitment to accuracy, quality, and continuous improvement.

Technical Skills

• Advanced proficiency in Microsoft Excel, including working with large datasets, formulas, and reporting.
• Strong working knowledge of Microsoft Office applications.
• Ability to quickly learn and navigate multiple systems and applications.
• Knowledge of Global and WSS platforms is considered an asset.
• Product Knowledge (Preferred)
• Experience or familiarity with:
• Foreign Exchange (FX) products
• Money Market products
• Foreign Exchange Spots and Forwards
• Deposits and Loans
• Options and other financial market products

Qualifications

• Post-secondary education in Business, Finance, Economics, Accounting, or a related field preferred.
• 1-2 years of experience in financial services, operations, trade processing, banking operations, or a related field.
• Experience processing cash products such as loans, deposits, swaps, or forwards is considered an asset.
• Experience working in a high-volume, deadline-driven environment.

 
 
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:

• previous banking experience
• Strong excel skills
• experience with transfers -2 years
• Attention to detail
• strong communication skills
• MS Office experience