At a Glance
- Tasks: Support clients in managing finances and ensure compliance with legal requirements.
- Company: Join a dynamic team in a regulated banking environment.
- Benefits: Hybrid work model, competitive salary, and potential for career growth.
- Other info: Opportunity to work with AI technology and enhance your skills.
- Why this job: Make a real impact by helping clients navigate their financial journeys.
- Qualifications: Bilingual in English and French with 2-4 years of banking experience.
The predicted salary is between 47250 - 57750 $ per year.
Duration: 1 Year Mon-Fri; 8AM-5PM
Extension possible: Yes, based on performance and business needs
Conversion Possible: Yes, based on performance and business needs
Work Model: Hybrid- 4 days on site and one day is wfh, for training period it will be fully onsite (4 weeks).
Overview: The role requires employees to:
- High accuracy requirements
- Work in a highly regulated environment.
- The team reviews requests, verifies client information, updates accounts, handles required documents and transactions, and works with partners to complete requests on time.
- Complex account handling
- Balancing speed with control
- Maintain current knowledge of changing provincial legislation and internal policies.
- Meet service level expectations while maintaining a high degree of accuracy.
Degree/Level of Education: Post Secondary
Certifications Required: No
2-4 years of banking experience
2-4 years of banking experience as a Financial Advisor, working with clients and demonstrating strong knowledge of banking products and services, including debit and credit, chequing and savings accounts, core banking financial product knowledge.
Legal experience is a very strong nice-to-have (HM's preference)
Summary Of the Role:
Typical Day-to-Day Responsibilities:
- Supporting clients in managing their finances, reviewing documents submitted by branch partners to ensure they meet legal requirements, and processing them if accurate or following up when needed.
How much time is being spent in meetings; 30 min daily
Who are they interacting with (internal/external): Internal
Will the contractor have access to any customer data? YES!
MUST HAVE Hard Skills:
- Fully bilingual in English and French- written and verbal
- 2-4 years of banking experience is required
- Prior experience in an SLA based role
- Microsoft 365 proficiency- Excel, Outlook, and Word
- Comfortable using AI technology
Soft Skills:
- Excellent communication skills- both written and verbal
- Attention to detail and accuracy
- Ability to multi-task and manage volumes
Nice-To-Have:
- Legal experience- working with legal government documents
Bilingual Operations Officer in Mississauga employer: SPECTRAFORCE Canada
As a Planner at our Toronto office, you will thrive in a dynamic work environment that values innovation and expertise. We offer competitive pay, flexible work arrangements, and a strong emphasis on professional development, ensuring you have the resources to grow your career while contributing to complex, high-value projects. Join us to be part of a collaborative culture that encourages leadership and recognizes your contributions to impactful project outcomes.
