Operations Rep- Banking - 6 Months Contract



Advert ID




Job Type




Salary Range

Based on Experience

No. of Openings


Branch Information

Toronto, ON - Regional - (CAN) 305 Milner Avenue Suite 903 ON Toronto , ON M2J 5C2



Job Description

What's in it for You?

· Work for one of the largest banks.

· Full time hours.

· Up to 6 months temporary assignment

. Pay Rate of $18/ Hr.

What is the Job?

· Ensure transaction requests are completed compliantly according to business policy with a high degree of competence within defined service levels

. Ensure customer and corporate records are accurately maintained and reconciled in order to minimize firm exposure or risk

. Ensure that client or firm risk is mitigated but reporting anomalies to the Team Manager or Manager.

. Exercise discretion and sound judgment when correcting errors

. Monitor client accounts to ensure that appropriate documentation changes have been made, and correction requests have been completed

. Process various customer and internal requests, transfers and / or conversions (which will vary in dollar amount and difficulty)

2. To ensure a superior level of customer experience and client experience:

. Respond to inbound inquiries from the Call Centers in an informed, efficient manner, within established SLAs

. Efficiently resolve complaints and errors, using proper judgement to refer complex issues or escalations to your Team Manager or Manager.

. Liaise with various support partners such as Compliance or Wealth Operations when needed, to ensure client issues are resolved in a timely manner

. Perform financial corrections and adjustments in client accounts within authorized limits and/or defined approval criteria

3. To actively collaborate with internal staff and support departments to ensure that business needs are met:

. Actively participate in a team learning through active cross-training, developmental and team performance activities including team meetings and coaching sessions

. Obtain and forward necessary documentation to customers and / or other departments to ensure transactions are completed efficiently and accurately

. Pro-actively investigate and follow up on inquiries or escalations and refer to Team Manager or Manager as necessary

. Collaborate with Call Centers or other partners across the Bank to ensure client request are responded to effectively and efficiently.

. Provide reports and statistical information to management and / or other departments as required

What Do You Bring to the Job?

. Prior knowledge of the securities / brokerage operations including areas such as Client Onboarding, Brokerage Transfers, Cash Management and Regulatory Documentation

. Prior knowledge of financial industry policies and regulations including AML, Privacy, KYC and CASL

. Strong organization, problem solving, customer service and communications skills

. Strong time management skills to ensure Service Levels are always maintained

. Ability to work with computer based platforms and applications

. Knowledge of AS400, Broadridge, SCORE, WebPost, OAM/ICON or STAR an asset

. Ability to work in a fast paced environment where volumes are directed by market activity, customer demands and seasonal peaks

. Ability to work with others under a self managed team structure showing concern and understanding for the needs of customers and staff

. Ability to set and achieve goals, with guidance and coaching from management

. Ability to exercise discretion with sensitive information

. Demonstrated PC user skills including word processing, MS Office, spreadsheets and database management