Operations Officer III

Job Title: Operations Officer III
Location: Toronto, ON (Hybrid)
Estimated Duration: 3 Months

SUMMARY OF DAY-TO-DAY RESPONSIBILITIES:
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.

MUST HAVE:

• Previous work with SLAs – meeting expectations (1-4 years maximum as it is an entry level role)
• Ability to adhere to strict deadlines and handle high volumes of work – a strong requirement for this role, high volume work
• Excellent verbal and communication skills
• Excellent organizational and time management skills – Excellent quantitative and analytical skills, excellent attention to detail
• Sound knowledge of Microsoft Office, proficiency in Excel is a must
• Ability to adapt to changing policies and procedures and ability to work independently, as well as part of a team
• Attention to detail and interpersonal skills – Self-motivated and goal-oriented

NICE TO HAVE:

• Knowledge of Global and WSS platforms would be an asset
• Previous experience working in a financial institution (1-4 years)
• Experience within an operations role
• Canadian Investment Knowledge