Canada Operations Specialist (Entry Level)

at  Robertson and Company

OUR CLIENT IS A TOP FINANCIAL INSTITUTION WITH SIGNIFICANT NORTH AMERICAN HOLDINGS. THEY HAVE OPERATIONS ACROSS MOST MAJOR VERTICALS, INCLUDING INSTITUTIONAL & CORPORATE, WEALTH MANAGEMENT, PRIVATE CLIENT, COMMERCIAL BANKING, TREASURY, AND RETAIL BANKING.

Introduction: Prime Hires is seeking a skilled Operations Specialist to join our client. Ideal for recent Grads.
Contract Dates: Full-time Contract (November 2024 - June 2025)
Pay Rate: $25.00 per hour (flexible if needed);
Business Hours: Monday to Friday (in-office)

EXPERIENCE & QUALIFICATION REQUIREMENTS:

• Bachelor’s degree in Finance, Business, Accounting, or a related field (preferred but not required).
• Strong attention to detail and accuracy.
• Basic knowledge of banking operations; proficient in Microsoft Office and PDF tools (e.g., Adobe Acrobat).
• Strong problem-solving skills and task management abilities.
• Effective written and verbal communication skills with a customer-focused approach.

PREFERRED EXPERIENCE:

• Internship or part-time experience in banking or financial services.
• Basic understanding of banking systems and applications is advantageous.

• Process customer payments, cheques, SWIFT payments, and ensure accurate, timely transactions.
• Perform data entry and documentation, maintaining transaction records.
• Support User Acceptance Testing (UAT) for ISO20022 implementations.
• Coordinate with team members for daily transactions and ISO projects.
• Assist in daily reporting for the Operations department.
• Document banking procedures for the ISO project.
• Create and format interactive PDF forms, setting necessary field properties.