Robertson & Company Ltd.

Operations Officer II

Robertson & Company Ltd.

Mississauga, Ontario, Canada (Hybrid) · Contract

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Experience
2–4 yrs
Salary
CAD 26 – CAD 26 / hour
Openings
1
Posted
2 hours ago
Work mode
Hybrid
Education
Undergraduate degree
Eligibility
Undergraduate degree holders with 2 to 4 years of banking or financial services experience who can work hybrid in Mississauga and meet background screening requirements may apply. The employer welcomes qualified candidates from all backgrounds.
Resume
Required to apply

Where you'll work

Job description

About the Role

A major financial services institution with a broad North American footprint is hiring an Operations Officer II through a recruitment partner to fill an existing opening. The organization spans several core business lines, including institutional and corporate banking, wealth management, private client services, commercial banking, treasury, and retail banking.

Contract Details

This is a 12-month contract assignment with the possibility of extension or conversion.

Pay: CAD 26 per hour

Location: Mississauga, Ontario

Work arrangement: Hybrid

Working hours: Monday to Friday, 8:00 AM to 5:00 PM

Role Overview

In this position, you will provide operational and transactional support within Operations & Technology, helping ensure that service standards, business goals, and client experience targets are consistently achieved. You will work within a team structure and report to a Team Manager.

Key Duties

  • Deliver a wide variety of operational support and handle general to specialized processing tasks in the assigned functional area.
  • Maintain effective partner relationships and help keep operations running smoothly so business objectives, service level targets, and CEI goals are met.
  • Strengthen the customer experience and loyalty through every interaction.
  • Address customer issues appropriately by following the established internal and external resolution process and escalating when needed.
  • Help create outstanding service experiences through existing service programs.
  • Complete all required processing and inquiry work within service level expectations.
  • Act as a knowledgeable contact point for internal and external partners in the assigned area.
  • Perform assigned tasks accurately and within set standards.
  • Take part in daily check-ins and workload distribution activities.
  • Support audit readiness by following audit and process guidelines carefully.
  • Identify risks and escalate concerns when appropriate.
  • Follow bank codes of conduct and operating requirements.
  • Contribute ideas and participate in process improvement initiatives.
  • Apply service centre and bank policies and procedures correctly.
  • Adapt effectively to changing business needs and team priorities.
  • Adopt new processes and technology enhancements as they are introduced.
  • Use proper due diligence to ensure transaction accuracy.

Experience and Qualifications

Applicants should hold an undergraduate degree and bring 2 to 4 years of banking or financial services experience. Strong knowledge of Microsoft Office 365, especially Word, Outlook, and Excel, is required. Prior data entry experience, a record of meeting SLAs, strong communication skills, and the ability to learn new systems quickly are also important.

Additional Strengths

The ideal candidate will be detail-oriented, adaptable, comfortable handling complexity, and able to work under strict deadlines and high-volume workloads. Strong quantitative, analytical, organizational, and time management abilities are expected, along with the ability to work both independently and collaboratively. Self-motivation, goal focus, flexibility with changing policies and procedures, and familiarity with MM and FX products such as options, foreign exchange spots and forwards, and money market deposits and loans will be beneficial. Experience with Global and WSS platforms is considered an asset.

Application and Screening

Qualified professionals are invited to submit a resume highlighting relevant experience. The hiring process includes background screening, which may involve criminal, credit, or other checks depending on the role and client requirements. Applications are reviewed with the support of AI tools as well as by the recruitment team.

Equal Opportunity

The employer is committed to diversity, inclusion, and equal opportunity in the workplace. Candidates from all backgrounds and protected groups are encouraged to apply.

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