Operations Analyst I

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: Robertson is seeking a skilled Operations Analyst to join our client.
Contract Dates: 12 months with potential extend or convert
Pay Rate: $27.10 per hour
Business Hours: Monday to Friday (Remote) Open to candidates located in Ontario

Job Responsibilities:

• Process requests received through Salesforce or other means, while communicating directly with other internal partners, advisors, or our back-office provider; ensuring daily service levels are met with internal and external partners
• Follow-up on issues; investigate and/or escalate complex cases as needed
• Performing quality control
• Participates in special projects/assignments; perform other duties as required

Experience & Qualification Requirements:

• Minimum of 2 years experience in the financial services industry
• Required to complete any training/courses required by Manulife
• Superior attention to detail and accuracy
• Demonstrated proficiency in MS Office
• Nice to have Experience with Dataphile or Salesforce
• Successful completion of IFIC Operations Course is an asset

Personal Attributes:

• Strong Communication Skills
• Problem-Solving and Critical Thinking
• Attention to Detail and Quality-Oriented

• Process requests received through Salesforce or other means, while communicating directly with other internal partners, advisors, or our back-office provider; ensuring daily service levels are met with internal and external partners
• Follow-up on issues; investigate and/or escalate complex cases as needed
• Performing quality control
• Participates in special projects/assignments; perform other duties as require