Operations Officer – Bilingual

Candidate Profile Details:

• Degree/Level of Education: Post Secondary
• Certifications Required: No
• Years of Overall Experience: 2-4 years of banking experience
• How will performance be measured: SLA based, deliverables
• Preferred/Ideal Candidate Background: 2-4 years of banking experience as a Financial Advisor, working with clients and demonstrating strong knowledge of banking products and services, including debit and credit, chequing and savings accounts, core banking financial product knowledge. Legal experience is a very strong nice-to-have (HM’s preference)

Summary Of The Role:

• Typical Day-to-Day Responsibilities: Supporting client clients in managing their finances, reviewing documents submitted by branch partners to ensure they meet legal requirements, and processing them if accurate or following up when needed.
• How much time is being spent in meetings; 30 min daily
• Who are they interacting with (internal/external): Internal
• Will the contractor have access to any customer data? YES!

Must Have Hard Skills:

• Fully bilingual in English and French- written and verbal
• 2-4 years of banking experience is required
• Prior experience in an SLA based role
• Microsoft 365 proficiency- Excel, Outlook, and Word
• Comfortable using AI technology

Soft skills:

• Excellent communication skills- both written and verbal
• Decision making skills
• Attention to detail and accurcay
• Ability to multiask and manage volumes
• Collaboration skills

Nice-To-Have:

• Legal experience- working with legal government documents

Overview:

• The Public Guardian Trust (PGT) team supports client clients when PGT has been appointed to manage their finances.
• The team reviews requests, verifies client information, updates accounts, handles required documents and transactions, and works with partners to complete requests on time.
• Unique Challenges of the Role
• The role requires employees to:
o High accuracy requirements
o Work in a highly regulated environment.
o Complex account handling
o Balancing speed with control
o Maintain current knowledge of changing provincial legislation and internal policies.
o Meet service level expectations while maintaining a high degree of accuracy.

Please note:

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