Administrative Assistant # 26-24052

Job summary

Process operational transactions and administrative requests, review estate, legal, and banking documents, and support Visa redemptions while meeting service levels and compliance requirements. Maintain accurate handling of sensitive customer information, escalate risks and discrepancies, collaborate with stakeholders, and contribute to process improvements.

Job details

Duration: 12 Months (Extension and Conversion Possible Based on Performance and Business Needs) Schedule: Monday to Friday | 8:00 AM to 5:00 PM | Hybrid (4 Days Onsite, 1 Day Work From Home) Job Description: • We are seeking an Operations Officer II to provide operational and administrative support within a fast-paced financial services environment. • The successful candidate will be responsible for processing operational requests, reviewing documentation, handling Visa redemption requests, and supporting various back-office functions. • This role requires strong attention to detail, accuracy, adaptability, and the ability to meet service level agreements while managing multiple priorities. • Opportunity to work with a leading financial institution with potential for extension and permanent conversion based on performance and business needs. Responsibilities: • Process operational transactions and administrative requests accurately and within established service levels. • Review estate, legal, and banking-related documentation for completeness and compliance. • Support Visa redemption requests and other ad hoc operational activities. • Maintain a high level of accuracy while handling customer-related data and sensitive information. • Participate in daily team touchpoints and operational workflow activities. • Identify and escalate operational risks, discrepancies, and process issues as required. • Ensure compliance with internal policies, procedures, and audit requirements. • Support process improvement initiatives to enhance operational efficiency and customer experience. • Collaborate with internal partners and stakeholders to resolve inquiries and operational issues. • Adapt to changing business processes, policies, and technology enhancements. Experience: • Must have 2 to 4 years of retail banking or financial services experience. • Must have 2 to 4 years of strong administrative or operations support experience. • Must have experience working in a high-volume, deadline-driven environment. • Must have experience using Microsoft 365 applications including Outlook, Word, and Excel. • Experience handling banking products, policies, and procedures is highly preferred. • Experience reviewing estate, legal, or financial documentation is considered an asset. • Trade processing, loans, deposits, swaps, forwards, money market, or foreign exchange product experience is an asset. Skillsets: • Microsoft 365 (Excel, Word, Outlook) • Strong administrative and operational processing skills • Retail banking knowledge • Document review and validation • Attention to detail and accuracy • Written and verbal communication skills • Customer service orientation • Organizational and time management skills • Prioritization and multitasking abilities • Analytical and problem-solving skills • Adaptability and flexibility in changing environments • Ability to work independently and collaboratively in a team setting Education: Post-Secondary Education Required Shift Hours: 8:00 AM to 5:00 PM About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com. US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. AI Statement: By applying, you acknowledge that AI-assisted tools may be used during hiring. Recruiter Details: Name: Shubham Deep Gautam Email: shubham.gautam@ustechsolutionsinc.com Internal ID: # 26-24052

What you’ll do

Process operational transactions and administrative requests, review estate, legal, and banking documents, and support Visa redemptions while meeting service levels and compliance requirements. Maintain accurate handling of sensitive customer information, escalate risks and discrepancies, collaborate with stakeholders, and contribute to process improvements.

Requirements

Requires 2 to 4 years of retail banking or financial services experience and 2 to 4 years of administrative or operations support experience, including work in a high-volume, deadline-driven environment. Post-secondary education and experience with Microsoft 365 are required; banking product knowledge and document review experience are preferred or considered assets.

Listed skills

• Microsoft 365 · Preferred
• Microsoft Excel · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred
• Administrative Support · Preferred
• Attention to detail · Preferred
• Accuracy · Preferred
• Customer service · Preferred
• adaptability · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Microsoft 365
• Excel
• Word
• Outlook
• Administrative Support
• Operational Processing
• Retail Banking
• Document Review
• Attention To Detail
• Accuracy
• Written And Verbal Communication
• Customer Service
• Organization And Time Management
• Prioritization And Multitasking
• Analytical And Problem-Solving Skills
• Adaptability

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support

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