Banking Operations Officer II
Our client, a leading Canadian banking institution, is looking for Operations Officers to join their team. The Operations Officer will be resposible for confirming transaction details, maintaining processing requirements, and ensuring client expectations are met. We are looking for individuals with previous banking experience, especially with Mutual Funds, GIC, and Securities. This is a great opportunity for recent grads.
Contract term: 22/01/2018 to 18/01/2019 (1 year), extension possible
Pay rate: $17.34/hour
Full-time: 37.5 hours
Schedule: Monday - Friday, 8:30 am to 5:00 pm
Must Haves:
- Intermediate MS Excel skills (Vlookup, pivot tables, formulas)
- Canadian Securities knowledge
- Excellent communication skills
- Data entry experience
- Strong math and problem solving skills
- Previous banking experience
- Customer service /call centre experience
Job Description:
- Confirming transaction details using various methods of confirmation including phone, fax, swift and email.
- Maintain and support processing requirements for RESP & RDSP for all lines of Business DI, FP and PIA.
- Ensure client and partner expectations are met.
- Review and balance accounts to ensure the amounts requested are correct.
- Ensure RESP rules within plan are compliant.
Other Qualifications:
- Proficiency in ISM, SMS, Electronic Imaging Services (EIS) an asset
- Post-Secondary education required (University degree an asset)
- Successful completion of the Investment Funds Institute of Canada (IFIC) and/or Canadian Securities Course (CSC) an asset
- 1-2 years' experience in a Processing related role
HOW TO APPLY:
Please send resume to resume@gc-employment.com with the subject line "Banking Operations Officer II_Toronto"
