Operational Specialist - Bank/Finance

Job summary

Provide clerical and administrative support, including answering customer and employee inquiries, handling calls, and addressing complaints. Compile, proofread, organize, and maintain records and databases, and perform other office duties such as bookkeeping, inventory, mail, and word processing.

Job details

Job Description Daily Responsibilities – Typical Day in the Life The selected candidate will perform clerical and administrative duties in accordance with office procedures. The role may include: Key Responsibilities Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, and address complaints. Answer telephones, direct calls and take messages. Compile, copy, sort, and file records of office activities, business transactions and other activities. Compute, record and proofread data and other information, such as records or reports. Maintain and update filing, inventory, mailing, and database systems. Perform clerical duties that are assigned in accordance with the office procedures of the work site and may include a combination of answering phone calls, bookkeeping, word processing, office machine operation, and filing, etc. Areas of work might be accounting, collection, filing, general office, inventory, mail, payroll, statistical or word processing. Required Technology / Software Microsoft Office Must-Have Skills / Experience / Qualifications 1-4 years administrative/customer service related experience Nice-to-Have Skills / Experience Industry experience and business function knowledge Soft Skills Verbal and written communication, multi-tasking, customer service and interpersonal skills Ability to work independently and manage one’s time Ability to keep information organized and confidential Advanced user of Microsoft Word, Excel and PowerPoint Attributes Information seeking Listening, understanding and responding Customer service/Service Partner Orientation The expected base salary range for this position is $19 – $20 per hour, depending on experience, skills, and internal equity. The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location. For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments. We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.

What you’ll do

Provide clerical and administrative support, including answering customer and employee inquiries, handling calls, and addressing complaints. Compile, proofread, organize, and maintain records and databases, and perform other office duties such as bookkeeping, inventory, mail, and word processing.

Requirements

Requires 1–4 years of administrative or customer service experience and advanced proficiency in Microsoft Word, Excel, and PowerPoint. Candidates should have strong communication, multitasking, customer service, organization, confidentiality, and time-management skills, and be able to work independently.

Listed skills

• Time management · Preferred
• Customer service · Preferred
• written communication · Preferred
• Filing · Preferred
• Organization · Preferred
• interpersonal skills · Preferred
• Microsoft Excel · Preferred
• Multitasking · Preferred
• Data entry · Preferred
• Microsoft Word · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Verbal Communication
• Written Communication
• Multitasking
• Interpersonal Skills
• Time Management
• Independent Work
• Organization
• Confidentiality
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Telephone Handling
• Data Entry
• Recordkeeping
• Filing

Job areas

• Administrative
• Customer Service & Support
• Finance & Accounting

More jobs from Collabera