Operations Officer III

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: 12 months with potential to extend or convert
Pay Rate: $22 per hour
Business Hours: Monday to Friday (Hybrid)

Job Responsibilities:

• Process transactions accurately and on time
• Escalate processing issues where necessary to ensure a high level of service is maintained
• Serve clients as required - adhere to Service Level Agreements (SLA) and internal service delivery standards
• Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
• Identify opportunities to improve service delivery and support process improvement initiatives
• Ensure documentation prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
• Complete investigations - report/escalate risk issues identified or process gaps
• Know and apply system capabilities, ensure upload/download of information is completed timely and accurately
• Assist in analysis, development, testing, and implementation of operating and process improvements

Experience & Qualification Requirements:

• Attention to detail - very important
• Accuracy
• Excel skills knowledge -strong- will be used 100% of the time - need to run macros for each request - need to be able to manipulate macros/troubleshooting. Need to have proven experience with examples for interviews. VLOOKUP, Pivot table experience
• Typing - strong typing skills - no WPM require but must be quick
• Strong communication - strong English skills
• Comfortable with virtual training
• Ability to pivot quickly
• Able to work well under pressure

Personal Attributes:

• Excellent verbal and written communication skills, attention to detail, and excellent interpersonal skills
• Excellent organizational, follow-up, analytical and problem-solving skills

• Process transactions accurately and on time
• Escalate processing issues where necessary to ensure a high level of service is maintained
• Serve clients as required - adhere to Service Level Agreements (SLA) and internal service delivery standards
• Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
• Identify opportunities to improve service delivery and support process improvement initiatives
• Ensure documentation prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
• Complete investigations - report/escalate risk issues identified or process gaps
• Know and apply system capabilities, ensure upload/download of information is completed timely and accurately
• Assist in analysis, development, testing, and implementation of operating and process improvement