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Robertson & Company Ltd.

Operations Officer II

Toronto, ON, Canada

Contract Period: 5 months with Potential to extend or convert Pay Rate: $26 per hour Location: Toronto, ON Location Type: Onsite Business Hours: Monday – Friday, core business hours · Contract

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Job details

Pay: Contract Period: 5 months with Potential to extend or convert Pay Rate: $26 per hour Location: Toronto, ON Location Type: Onsite Business Hours: Monday – Friday, core business hours
Job type: Contract
Apply by: Apr 22, 2027
Posting language: English
Posted: Oct 23, 2026

Original job description

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 clients, commercial banking, treasury, and retail banking.

Introduction:
Prime Hires is seeking a skilled Operations Officer II to join our client in support of an existing vacancy.

Contract Period: 5 months with Potential to extend or convert
Pay Rate: $26 per hour
Location: Toronto, ON
Location Type: Onsite
Business Hours: Monday – Friday, core business hours

Job Responsibilities:

Process transactions accurately and on time.
Escalate processing issues were 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.
Participate fully as a member of the team, promote team effectiveness, and contribute to a positive work environment.
Support the team by continuously developing knowledge in own area.
Ensure adherence to all HR policies, other Bank, and Industry Codes of Conduct.
Keep others informed and up to date about the status/progress of projects and all relevant or useful information related to day-to-day activities.
Prioritize and manage own workload to meet SLA requirements for service and productivity.
Multi-task with multiple applications.
Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients.
Adapt to fast paced environment/ under pressure / high volumes.
Escalate non-standard or high-risk transactions or other activities as appropriate.
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.

Experience & Qualification Requirements:

Post-Secondary degree required.
Prior banking, financial institution, or corporate work experience.
Prior customer service experience.
Product knowledge of RSP’S, TFSA's.
Strong technical skills or background (comfortable using various applications, can create EUC’s etc.).
Someone who is Customer service oriented (emails, phone calls).
Proficient in Microsoft Excel.
Familiar with Macros.

How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Prime Hires & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.

Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team.

Prime Hires & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Prime Hires is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

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More about this job

Responsibilities

Process and document financial transactions accurately and on time while meeting service standards, following regulations, and escalating unusual, high-risk, or problematic cases. Manage investigations and workload, keep the team informed, and contribute to process improvements and effective team operations.

Requirements

A post-secondary degree and prior experience in banking, financial institutions, or corporate work, along with customer service experience, are required. Candidates should know RSP and TFSA products, be proficient in Excel and familiar with macros, and be comfortable using multiple applications and creating end-user computing tools.

Skills

Transaction Processing
Customer Service
RSP Product Knowledge
TFSA Product Knowledge
Microsoft Excel
Macros
Technical Skills
Multitasking
Risk Escalation
Process Improvement
Investigation
Documentation Accuracy
Workload Prioritization

Visa sponsorship

Not detected in the job text

Keywords

Banking
Financial Institution
Transaction Processing
Customer Service
RSP
TFSA
Microsoft Excel
Macros
End-User Computing
Service Level Agreements
Regulatory Compliance
Risk Escalation
Process Improvement
Investigations
Documentation
Operating Practices
Multiple Applications
Data Uploads
Data Downloads
Testing
Implementation

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