Operations Officer

Job summary

The Operations Officer supports the Power of Attorney team by reviewing legal and financial documents for compliance with provincial legislation and company policies. The role focuses on meeting strict service level agreements to assist clients with their financial needs.

Job details

Role Title: Operations Officer Mode: Hybrid(4 Days Onsite) Duration: 12 months Work Location: Mississauga, Ontario Overview We’re seeking a dynamic Operations Officer to support our Power of Attorney (POA) team in Mississauga. This hybrid role offers the perfect blend of collaborative teamwork and independent problem-solving, providing an exciting opportunity to advance your career in a fast-paced, regulated environment. In this role, you’ll be instrumental in assisting clients by reviewing legal and financial documents, ensuring compliance with provincial legislation and company policies. Your attention to detail and decision-making skills will be vital as you work to meet strict service level agreements while supporting clients with their financial needs. This position promises valuable professional connections, potential for extension or conversion, and the chance to work with a leading financial services provider. Required Skills: Fully bilingual in English and French (written and verbal) 2-4 years of banking experience, ideally with client interaction and product knowledge Experience working in SLA-based roles Proficiency in Microsoft 365 (Excel, Outlook, Word) Comfortable using AI technology Strong communication, decision-making, and multitasking skills Exceptional attention to detail and accuracy Nice-to-Have Skills: Legal experience, especially with government or legal documents Familiarity with Power of Attorney (POA) files Preferred Education and Experience: Post-secondary education 2-4 years of relevant banking experience, with a background as a Financial Advisor or similar About Dexian: Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status. Thanks and Regards,

What you’ll do

The Operations Officer supports the Power of Attorney team by reviewing legal and financial documents for compliance with provincial legislation and company policies. The role focuses on meeting strict service level agreements to assist clients with their financial needs.

Requirements

Candidates must be fully bilingual in English and French with 2-4 years of banking experience and proficiency in Microsoft 365. Post-secondary education and experience with legal documents or as a Financial Advisor are preferred.

Listed skills

• SLA Management · Preferred
• Microsoft 365 · Preferred
• Communication Skills · Preferred
• Decision Making · Preferred
• Multitasking · Preferred
• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• English Proficiency
• French Proficiency
• Banking Experience
• SLA Management
• Microsoft 365
• AI Technology
• Communication Skills
• Decision Making
• Multitasking
• Attention To Detail
• Legal Document Review
• Power Of Attorney Knowledge

Job areas

• Finance & Accounting
• Legal
• Administrative
• Customer Service & Support

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