Bilingual Finance Case Assessment Officer

Job summary

The officer serves as the first point of contact for consumers and firms, handling inquiries and assessing cases to determine if they fall within the organization's mandate. They are responsible for preparing case summaries, requesting documentation, and escalating systemic issues to management.

Job details

Bilingual Finance Case Assessment Officer FULL-TIME | PERMANENT Salary: Up to $66,000 Location: Toronto Office – Hybrid Workplace Structure For training and onboarding purposes, this role will be onsite 4 days/week for up to 6 months. Following the onboarding period, the role will transition to a hybrid schedule of 2 days/week in office. Hours Monday to Friday 35-hour work week About the Organization Our client is a national, independent, and not-for-profit organization dedicated to helping consumers and financial services firms resolve disputes fairly and efficiently. They are recognized for their commitment to fairness, integrity, professionalism, and public service. This organization offers a collaborative and supportive workplace culture where employees are encouraged to grow professionally while making a meaningful impact within the financial services industry. Perks & Benefits Company-paid benefit plan starting from Day 1 Dental coverage Vision care coverage Paramedical coverage Drug plan Life insurance Pension plan Generous vacation allotment Casual dress code Excellent training and onboarding program Supportive and family-oriented work environment Opportunity to contribute to meaningful public-service work Professional growth and development opportunities Job Summary Bilingual Case Assessment Officers are the first point of contact for consumers and an important resource for firms. They respond to consumer and firm inquiries, assess cases, determine whether matters fall within mandate, and prepare files for assignment to investigators. Duties & Responsibilities Responding to Inquiries & Case Intake Answer live inbound calls and place outbound calls to consumers and firms Respond to email inquiries from consumers and firms Refer consumers to the appropriate firm, regulator, or agency when applicable Provide information regarding mandate and complaint-handling processes Collect relevant information from consumers to support mandate decisions Case Assessment Assess complaints and determine whether they fall within mandate Prepare case summaries for each file Identify cases appropriate for expedited investigation Determine products, issues, and complexity ratings for cases Identify and escalate potential systemic issues to management Draft out-of-mandate letters and communicate findings to consumers Review and explain consent letters to consumers Request documentation from firms and prepare electronic case files Collect demographic information for open cases Organizational Contributions: Maintain accuracy of template responses and referral information Support onboarding and training of new employees Participate in projects relating to organizational improvement and corporate objectives Assist with French translations when required Participate in stakeholder events and organizational initiatives Other duties as assigned Qualifications Strong written and verbal communication skills in both English and French Excellent phone etiquette and customer service skills Strong interpersonal skills with the ability to work independently and collaboratively Ability to communicate tactfully, diplomatically, and professionally while maintaining confidentiality Strong organizational and time-management skills High attention to detail and accuracy Sound judgment with a strong sense of fairness and ethics Strong research, analytical, and problem-solving abilities Strong computer and administrative skills Knowledge of the financial services sector is considered an asset Previous customer service or financial services experience is preferred

What you’ll do

The officer serves as the first point of contact for consumers and firms, handling inquiries and assessing cases to determine if they fall within the organization's mandate. They are responsible for preparing case summaries, requesting documentation, and escalating systemic issues to management.

Requirements

Candidates must possess strong written and verbal communication skills in both English and French with a high attention to detail. Previous experience in customer service or the financial services sector is preferred.

Benefits

• Company-paid benefit plan • Dental coverage • Vision care coverage • Paramedical coverage • Drug plan • Life insurance • Pension plan • Generous vacation allotment • Casual dress code • Training and onboarding program • Professional growth and development opportunities

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Problem solving · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Bilingual English and French
• Customer Service
• Case Assessment
• Phone Etiquette
• Interpersonal Skills
• Time Management
• Analytical Thinking
• Problem Solving
• Research
• Administrative Skills
• Confidentiality
• Financial Services Knowledge

Job areas

• Customer Service & Support
• Finance & Accounting
• Administrative
• Government & Public Sector