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Operations Officer III
Job Description
Operations Officer III#26-35547
$20.28-$23.19 per hour
Toronto, ON, Canada
Onsite
Job Description
Our client, a Banking company, is looking for a Operations Officer III for their Toronto, ON location.
Responsibilities:
Process and complete back-office financial requests and transactions, review and update information within internal systems, collaborate with internal stakeholders, participate in team huddles, and ensure all work is completed accurately and within established timelines.
Provide a broad range of operational support and performs general to specialized transactions and/or other processing activities for own Operations and Business Services function.
May contribute to analysis/reporting on critical projects or special initiatives that strengthen our operating model/processes and elevate service quality.
Customer
Execute transactions accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs).
Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensure that service quality is maintained.
Identify opportunities to improve service delivery.
Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels.
Interact with partners by responding to requests in an effective and timely manner.
Shareholder Value
Prioritize and manage own workload to meet Service Level Agreement (SLA) requirements for service and productivity.
Understand internal and industry regulations and trends, remain informed of emerging issues and apply appropriate due diligence in adherence with operating policies/procedures.
Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate.
Support the timely and accurate completion of business processes.
Actively review internal processes/activities and provide ideas for process improvement.
Investigate and escalate non-standard or high-risk activities as appropriate.
Adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management).
Be knowledgeable of and comply with Bank Code of Conduct.
Requirements:
Team of 17 members. Dynamic and collaborative environment with individuals from diverse backgrounds, experiences, and age groups.
Exposure to multiple internal partners and stakeholders across the organization, Strong career growth and development opportunities within the team.
Degree/Level of Education:
Post-secondary education or university degree preferred
Years of Overall Experience:
0-5 years
Productivity and accuracy. Ability to meet service-level expectations and deadlines
Advanced proficiency in Microsoft Excel, including VLOOKUP/XLOOKUP, Pivot Tables, Conditional Formatting and Formulas and data analysis functions
Strong verbal and written communication skills with the ability to communicate clearly and professionally
Ability to adhere to strict deadlines and handle high volumes of work.
Excellent quantitative and analytical skills/problem solving skills
Excellent organizational and time management skills.
Ability to work independently, as well as part of a team.
Self-motivated and goal-oriented.
Ability to adapt to changing policies and procedures.
Attention to detail is crucial
Understanding of Money Movement and Registered and Non Registered Products (eg. Options, Margin, Foreign Exchange spots and forwards, Money Market deposits, relate to transfer locked in registered products).
knowledge asset and securities
Sound knowledge of Microsoft Office, proficiency in advance Excel is a must, coupled with the ability to learn and apply skills to new software programs.
Soft skills:
Proven ability to thrive in a fast-paced, deadline-driven environment.
Ability to remain composed, exercise sound judgment, and perform effectively under pressure
Nice-to-have
ious experience in banking or financial services operations
General knowledge of the wealth management industry
Basic understanding of registered and non-registered account types and associated investment assets
Familiarity with account transfer systems and related operational processes
Completion of the Canadian Securities Course (CSC) or Canadian Investment Regulatory Exam (CIRE) is considered an asset
Knowledge of Global and Wealth Shared Services platforms would be an asset.
Experience in a Transfer Processing related role, preferably experience with Registered and Non Registered Accounts products (such as locked in registered products, Margin )