Operations Officer II at ICONMA in Toronto, ON

Job description

• Our client, a Banking company, is looking for a Operations Officer II for their Toronto, ON location.

Responsibilities

• Typical Day-to-Day Responsibilities: money transactions, bring in money into clients accounts or withdrawals. High risk
• 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 clients and business partners in order to maintain or exceed our Service Level Agreement commitments and create a Legendary 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

Requirements

• Proficient in Microsoft Excel
• Familiar with Macros
• Strong communication skills (written and verbal)
• Prior banking, financial institution, or corporate work experience
• Prior customer service experience
• Product knowledge of RSP’S, TFSA's
• Strong technical skills or background (comfortable using various applications, can create EUC’s etc.)
• Someone who is Customer service oriented (emails, phone calls)

Skills

Required

• Proficient in Microsoft Excel
• Familiar with Macros
• Prior customer service experience
• Product knowledge of RSP’S, TFSA's

Benefits

• Health Benefits
• Referral Program
• Excellent growth and advancement opportunities