Operations Officer

Candidate profile details:

• Degree/Level of Education: Post- Secondary certification.
• Certifications: CSC or IFIC are preferred.
• Years of Overall Experience: 2 years of experience in banking/Financial institute.
• How will performance be measured: SLA based, average handling time for transactions/transfers.
• Preferred/Ideal Candidate Background: Recent grads with 2 years of banking experience, back office/operations experience- transfers and transaction processing experience, preferred to have investment knowledge or experience- GIC, stocks , mutual funds, CSC certification or IFIC, tech-savvy (very important).

Summary of the role:

• Typical Day-to-Day Responsibilities: Processing 50- 100 transfers a day, handling and responding to escalations from sales and front-end staff, working individually most of the time, and occasionally with the team as well, back-office operations, reviewing and processing transfers.
• How much time is being spent in meetings: 4-5 hours weekly
• Who are they interacting with (internal/external): Both
• Will the contractor have access to any customer data: YES!

Must have hard skills:

• 2 years of Banking/ Financial experience.
• Proficiency in Microsoft 365- Excel, Outlook, Word.
• Transfers/ Transactions experience.

Soft skills:

• Accuracy and Attention to detail
• Multitasking skills
• Communication skills- written and verbal
• Prioritization skills

Nice-to-have skills:

• Prior experience in investment- GIC, stocks and mutual funds.
• CSC certification or IFIC.

Interview process:

• 2 rounds, both virtual- 30 min each.

Please note:

• AI is not used to screen, assess, or select candidates.
• This role reflects an existing vacancy at the time of posting.