Entry Level Investment Operations Officer

About the job

Our client, one of the big 5 banks in Canada, is looking to hire for an entry level banking role, for their corporate office located in the downtown Toronto area.

Please Note The Following

• This is a back office role (processing/data entry) and NOT a branch or customer service role
• This role is currently hybrid (4x a week in office) however eventually may transition into the office more frequently (as per banks discretion)
• This is an entry level role - so the job duties and the pay rate will reflect accordingly.

Job Duties include, but are not limited to the following:

• Reach out to branches to obtain missing documentation
• Update and maintain customer account information
• Review accounts and document findings in accordance with SOPs (Standard Operating Procedures)
• Communicate with branch compliance officers to verify information
• Collaborate with head office staff regarding payments and account actions
• Work with multiple banking software systems
• Consolidate and present information using Microsoft Excel and PowerPoint
• Enjoy a role with variety—no two days are exactly the same

Must Have Skills/Experience

• Strong Communication Skills (Written and Verbal)
• Excel Knowledge and Experience (VLOOKUP, Pivot Tables, Etc.)
• Knowledge/Experience with Registered/Non-Registered Products (RRSPs, TFSA, GICs, Etc.)
• Willing and able to work in the downtown Toronto area (in office) 2-3 times a week.

Disclaimer

The Company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information, or any other characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call ********** or email However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting.

#canadapriority26

Job Type & Location

This is a Contract to Hire position based out of Toronto, ON.

Pay And Benefits

The pay range for this position is $22.00 - $22.00/hr.

Workplace Type

This is a hybrid position in Toronto,ON.

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