Operations officer-II

Job summary

Review and process requests and documentation, and complete asset and securities transactions accurately in a high-risk, compliance-focused environment. Support internal and external partners, meet service-level goals, follow operational and audit procedures, and identify risks or opportunities for process improvement.

Job details

TekStaff's Client has a current vacancy for " Operations Officer-II” Job Description This is a 4 month contract located in Toronto/Ontario, Hybrid (4 days on site: first three months fully on-site). SUMMARY OF THE ROLE: Typical Day-to-Day Responsibilities: reviewing and processing requests, reviewing documents and processing asset transactions- particularly securities. It is a high-risk environment and compliance heavy, so accuracy is needed when reviewing such documentation. How much time is being spent in meetings; 30 min a day Who are they interacting with (internal/external): Both Will the contractor have access to any customer data? YES! MUST HAVESKILLS: 1.) 2-4 years’ experience in banking/financial institute 2.) Proficiency in Microsoft 365- Outlook, Word and Excel 3.) Transaction processing experience SOFT SKILLS: 1.) Accuracy and attention to detail 2.) Quick learner 3.) Time management, prioritization skills NICE-TO-HAVE SKILLS: 1.) Asset management – securities experience "Provides a broad range of operational support and/or performs general to specialized transactions and/or other processing activities for own functional area within Operations & Technology. Supports partner relationships and is responsible for maintaining operational effectiveness to ensure business objectives, Service Level Goals and CEI targets are met. Reports to a Team Manager within the Team Structure CUSTOMER: - Positively contribute to the overall customer experience and loyalty index in each interaction - Ensure customer problems are handled appropriately by utilizing the established partner problem resolution process both internally and externally and escalating when required - Create and/or recognize exceptional customer service through established programs - Ensure all required processing and enquiries are fulfilled meeting Service Level Goals - E4Provide subject matter expertise for internal and external partners within defined area SHAREHOLDER: Complete assigned tasks accurately & within established standards - Actively participate in daily touch points and work distribution Contribute to the achievement of satisfactory audits by understanding & following audit and process guidelines - Identify areas of risk and escalate as necessary - Be knowledgeable and comply with Bank Codes of Conduct ? Identify, suggest and actively participate in process improvements ? Understand and apply bank/service centre operating policies and procedures ? Demonstrate flexibility by adapting to change within business area and unit ? Adopt new process and technology improvements ? Ensure necessary due diligence is taken to support the accuracy of all transactions Skills: ? Ability to adhere to strict deadlines and handle high volumes of work ? Excellent quantitative and analytical 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 MM and FX Products (eg. Options, Foreign Exchange spots and forwards, Money Market deposits and loans) ? Sound knowledge of Microsoft Office, proficiency in Excel is a must, coupled with the ability to learn and apply skills to new software programs. ? Knowledge of Global and WSS platforms would be an asset. Education/Experience: ? -2 years experience in a Trade Processing related role, preferably experience with cash products (such as Loans, Deposits, Swaps and Forwards)" TekStaff may use artificial intelligence (AI) tools as part of the applicant screening process. However, applications will also be reviewed by a member of our Recruitment team to ensure a fair and thorough assessment.

What you’ll do

Review and process requests and documentation, and complete asset and securities transactions accurately in a high-risk, compliance-focused environment. Support internal and external partners, meet service-level goals, follow operational and audit procedures, and identify risks or opportunities for process improvement.

Requirements

Requires 2–4 years of banking or financial institution experience, transaction processing experience, and proficiency with Microsoft 365, particularly Excel. Candidates should demonstrate accuracy, attention to detail, time management, prioritization, and the ability to handle high volumes and strict deadlines; securities or asset management experience is an advantage.

Listed skills

• Time management · Preferred
• Microsoft 365 · Preferred
• Attention to detail · Preferred
• Compliance · Preferred
• Microsoft Excel · Preferred
• Accuracy · Preferred
• Prioritization · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Transaction Processing
• Banking Experience
• Securities Processing
• Microsoft 365
• Microsoft Excel
• Attention to Detail
• Accuracy
• Time Management
• Prioritization
• Quantitative Analysis
• Organizational Skills
• Risk Identification
• Compliance
• Money Market Products
• Foreign Exchange Products
• Trade Processing

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support

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