Operations Officer II

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 Officer to join our client.
Contract Dates: 6 months with potential to extend or convert
Pay Rate: $22.41 per hour
Business Hours: Monday to Friday (Hybrid)

Job Responsibilities:

• Support RESP, RDSP products - processing contributions, withdrawals, transfers, grant investigations
• Handling and running macros daily
• 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
• Participate in daily touch points and work distribution Contribute to the achievement of satisfactory audits by understanding & following audit and process guidelines

Experience & Qualification Requirements:

• At least one-year experience in financial operations
• Advanced Excel -spreadsheets, running Macros, Pivot Tables, V-lookup, Macros
• Money Market deposits and loans experience (Nice to have)
• RESP, RDSP product knowledge (Nice to have)

Personal Attributes:

• Strong attention to detail
• Excellent written and verbal communication skills
• Strong Problem-Solving Skills, Multitasking skills
• Ability to work independently, as well as part of a team

• Support RESP, RDSP products - processing contributions, withdrawals, transfers, grant investigations
• Handling and running macros daily
• 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
• Participate in daily touch points and work distribution Contribute to the achievement of satisfactory audits by understanding & following audit and process guideline