Job Title: POA Operations Specialist
Location: Mississauga, ON (Hybrid)
Duration: 12 months contract (with possibility of extension/conversion)
Summary of the Role
The successful candidate will support client clients in managing their finances by reviewing documents submitted by branch partners to ensure they meet legal requirements and processing them when accurate or following up when additional information or documentation is required.
Typical Day-to-Day Responsibilities
- Support client clients in managing their finances.
- Review documents submitted by branch partners to ensure they meet legal requirements.
- Ensure submissions are in accordance with client policies and procedures and provincial legislation.
- Confirm that all necessary supplementary documentation is included.
- Process requests when documentation meets all requirements.
- Follow up and return packages with a standard deficiency message when documentation is incomplete or does not meet requirements.
- Manage incomplete or inconsistent submissions.
- Meet service level expectations while maintaining a high degree of accuracy.
- Maintain current knowledge of changing provincial legislation and internal policies.
Unique Challenges of the Role
The role requires employees to:
- Interpret complex legal documents.
- Work in a highly regulated environment.
- Manage incomplete or inconsistent submissions.
- Maintain current knowledge of changing provincial legislation and internal policies.
- Meet service level expectations while maintaining a high degree of accuracy.
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
- MS 365 proficiency – Excel, Outlook, and Word
- Comfortable using AI technology
Nice-to-Have Qualifications
- Legal experience – working with legal government documents
- Familiarity with POA files
Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
