Case Assessment Officer

2 weeks ago

Old Toronto, Canada Ombudsman for Banking Services and Investments Full time

Are you a talented Case Assessment Officer interested in public service and contributing to financial fairness and justice? We are currently looking for a talented Case Assessment Officer to join our team.

Canada’s Ombudsman for Banking Services and Investments (OBSI) is a national, independent and not-for-profit organization that helps resolve and reduce disputes between consumers and financial services firms including banks, trust and loan companies, credit unions, investment dealers, mutual fund dealers and companies, exempt market dealers, portfolio managers, and scholarship plan dealers, as well as other financial services providers. OBSI responds to inquiries from the public, conducts fair and accessible investigations of unresolved disputes, and shares its knowledge and expertise with stakeholders and the public.

Job Title: Case Assessment Officer I

Location: Toronto Office

Reporting to: Manager, Case Assessment

Description: Case Assessment Officer I’s are the first point of contact for consumers and an important resource for firms. They answer consumer and firm inquiries, assess cases, determine if they are in mandate, and prepare them for assignment to investigators.

Duties and responsibilities

Responding to inquiries and case intake:

  • Answering live in-bound calls from and placing outbound calls to consumers and firms;
  • Responding to email inquiries from consumers and firms;
  • When appropriate, referring consumers to the appropriate firm, regulator or agency;
  • Providing information and direction to consumers about our mandate and our complaint-handling process;
  • Collecting information from consumers to make mandate decisions.

Case Assessment:

  • Assessing complaints and determining if they are in mandate;
  • Writing case summaries for each case;
  • Identifying cases that may be appropriate for expedited investigation;
  • Determining products, issues and complexity ratings for each case;
  • Identifying and raising systemic issues to Manager;
  • Writing out-of-mandate letters and communicating findings to consumers;
  • Sending and reviewing consent letters with consumers to ensure they understand the terms and conditions of OBSI’s investigations;
  • Requesting documents from firms, ensuring they are received in a timely manner, and preparing electronic case folders;
  • Collecting demographic data from consumers for each open case.

Contributing to organizational initiatives:

  • Maintaining the accuracy of template responses and referral information on file;
  • Helping to train new staff;
  • Providing meaningful input and quality participation in projects relating to corporate objectives and the improvement of OBSI;
  • Assisting the Communications Team with French translations;
  • Participating in stakeholder events;
  • Other duties as assigned.

Key qualifications, abilities and skills:

  • Strong communications skills (written, verbal and oral), in English;
  • Excellent phone etiquette;
  • Strong interpersonal skills and the ability to work both independently and within a team environment;
  • Ability to communicate both tactfully and diplomatically and maintain a high degree of confidentiality and professionalism;
  • Strong organizational and time management skills and the ability to identify and prioritize tasks and to complete them within fixed timelines;
  • Strong customer service skills;
  • High attention to detail;
  • Sound judgment and a well-developed sense of fairness and ethics;
  • Good research and analytical skills to enable the determination and interpretation of relevant information;
  • Strong computer skills; and
  • Knowledge of the financial sector is an asset.
#J-18808-Ljbffr

  • Case Assessment Officer

    2 days ago

    Old Toronto, Canada Ombudsman for Banking Services and Investments Full time

    Are you a talented Case Assessment Officer interested in public service and contributing to financial fairness and justice? We are currently looking for a talented Case Assessment Officer to join our team. Canada’s Ombudsman for Banking Services and Investments (OBSI) is a national, independent and not-for-profit organization that helps resolve and...

  • Case Assessment Officer

    4 weeks ago

    Toronto, Canada CIRO OCRI Full time

    **Position Title: Case Assessment Officer (MFD)** **Department: Case Assessment** **Region: Toronto** **Status: Permanent Full-time (Hybrid)** CIRO is the national self-regulatory organization that oversees all investment dealers, mutual fund dealers and trading activity on Canada’s debt and equity marketplaces. CIRO is carrying on the regulatory...

  • Case Assessment Officer

    2 weeks ago

    Toronto, ON, Canada Ombudsman for Banking Services and Investments Full time

    Are you a talented Case Assessment Officer interested in public service and contributing to financial fairness and justice? We are currently looking for a talented Case Assessment Officer to join our team. Canada’s Ombudsman for Banking Services and Investments (OBSI) is a national, independent and not-for-profit organization that helps resolve and...

  • Case Assessment Officer

    4 weeks ago

    Toronto, Canada Investment Industry Regulatory Organization of Canada (IIROC) Full time

    **Position Title: Case Assessment Officer (MFDA Division)** **Department: Case Assessment** **Region: Toronto** **Status: Permanent Full-time (Hybrid)** New SRO is the national self-regulatory organization that oversees all investment dealers, mutual fund dealers and trading activity on Canada’s debt and equity marketplaces. New SRO is carrying on the...

  • Contract - Assessment & Treatment Case Manager

    7 days ago

    Toronto, ON, Canada Greenshield Holdings Full time

    Contract - Assessment & Treatment Case Manager Please note that being legally authorized to work in Canada and being able to commute to one of our offices are requirements for this role* Our Mission Inkblot is on a mission to improve your mental health at home, at work and beyond. We offer accessible, affordable and effective mental health solutions...

  • Case Management Officer

    5 days ago

    Toronto, Canada Ministry of Children, Community and Social Services Full time

    The families we serve are our top priority. We are a fast-paced, high-volume organization that is committed to client-focused service. We are committed to improving the lives of families, better empowering them to plan for the future and achieve economic and social stability. We need innovative, efficient, and committed team players to build our clients'...

  • Case Worker

    4 weeks ago

    Toronto, Canada Reconnect Community Health Services Full time

    **Positions Available**: 4 **Position Type**: Full-Time Permanent Full-Time Contract **Location**: Toronto, ON **Hours of Work**: 35 hours per week **Annual Rate**:$47,975.20 - $56,256.20 **Benefits**:Full time positions are eligible for vacation, paid-sick days, as well as health and RRSP benefits. Reconnect is a thriving, not-for-profit health care...

  • Case Manager

    4 weeks ago

    Toronto, Canada University of Toronto Full time

    **Date Posted**:08/09/2023 **Req ID**: 33362 **Faculty/Division**: VP & Provost **Department**: Sexual Violence/High Risk **Campus**: St. George (Downtown Toronto) **Description**: **Position Summary**: The Office of Safety and High Risk at the University of Toronto is a tri-campus office that is mandated to address high risk and safety concerns related to...

  • Assessment Coordinator

    4 weeks ago

    Toronto, Canada College of Physicians and Surgeons of Ontario Full time

    **Responsibilities**: - Implements all aspects of physician-specific cases within Quality Programs with predominant focus within Quality Assurance, which may include but is not limited to: coordinating peer assessments, facilitating process steps for physicians completing related Quality Improvement requirements, facilitating physician undertakings with the...

  • Assessment Consultant

    4 weeks ago

    Toronto, Canada Trindent Consulting Full time

    **The Team** Trindent Consulting is a global management consulting firm that solves complex business problems and achieves operational efficiency for the Energy, Healthcare, and Financial Services industries. The firm’s unique approach yields between 500 - 1500% ROI within the first year. Established in 2008, Trindent Consulting has quickly garnered a...

  • Disability Case Manager

    4 weeks ago

    Toronto, Canada LifeWorks Full time

    Build a meaningful career At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives. The extraordinary expertise of a more than 7,000-strong workforce is harnessed to support the employees and families of the organizations we serve. Our innovative programs have a lasting...

  • Contract Tcat Case Manager

    4 weeks ago

    Toronto, Canada The Neighbourhood Group Full time

    **The Neighbourhood Group (TNG) is a multi-service agency that includes Central Neighbourhood House, Neighbourhood Link Support Services and St. Stephen’s Community House** JOB OPPORTUNITY Job# TNG2024-14 **POSITION TITLE**: Contract TCAT Case Manager **DEPARTMENT**:Urban Health and Homelessness Services **STATUS**:Contract Full-Time, non-bargaining...

  • Contract Tcat Case Manager

    5 days ago

    Toronto, Canada The Neighbourhood Group Full time

    _The Neighbourhood Group (TNG) is a multi-service agency that includes Central Neighbourhood House, Neighbourhood Link Support Services and St. Stephen’s Community House_ - JOB OPPORTUNITY Job# TNG2023-184 **POSITION TITLE**:Contract TCAT Case Manager **DEPARTMENT**:Urban Health and Homelessness Services **STATUS**:Contract Full-Time, non-bargaining...

  • Case Processing Coordinator

    5 days ago

    Toronto, Canada Archdiocese of Toronto - St. Agnes' and Santa Cruz Parishes Full time

    Employment Opportunity CASE PROCESSING COORDINATOR Office for Refugees, Archdiocese of Toronto (ORAT) 830 Bathurst St Toronto, ON M5R 3G1 Full time (35 hours per week) Level 9: $41,132 - $61,696 Overview: The Archdiocese of Toronto’s Office for Refugees (“ORAT”) administers the Archdiocese’s Refugee Sponsorship Agreement with the Ministry of...

  • Principal advisory consultant

    3 weeks ago

    Old Toronto, Canada Mott MacDonald Full time

    Search / Principal advisory consultant - business casing and economics Principal advisory consultant - business casing and economics The successful Candidate will support the delivery of multiple strategic advisory mandates for both public sector and private sector clients with potential roles covering structured decision making, economic impact...

  • Principal advisory consultant

    4 weeks ago

    Old Toronto, Canada Mott MacDonald Full time

    Search / Principal advisory consultant - business casing and economics Principal advisory consultant - business casing and economics The successful Candidate will support the delivery of multiple strategic advisory mandates for both public sector and private sector clients with potential roles covering structured decision making, economic impact...

  • Principal advisory consultant

    4 weeks ago

    Old Toronto, Canada Mott MacDonald Full time

    Search / Principal advisory consultant - business casing and economics Principal advisory consultant - business casing and economics The successful Candidate will support the delivery of multiple strategic advisory mandates for both public sector and private sector clients with potential roles covering structured decision making, economic impact...

  • Contract Tcat Case Manager

    4 weeks ago

    Toronto, Canada The Neighbourhood Group Full time

    **The Neighbourhood Group (TNG) is a multi-service agency that includes Central Neighbourhood House, Neighbourhood Link Support Services and St. Stephen’s Community House** - JOB OPPORTUNITY Job# TNG2023-88 **POSITION TITLE**:Contract TCAT Case Manager **DEPARTMENT**:Urban Health and Homelessness Services **STATUS**:Contract Full-Time, non-bargaining...

  • Case Facilitator

    4 weeks ago

    Toronto, Canada Lumenus Community Services Full time

    **Case Facilitator** **LOCATION: Toronto, ON** **POSITION TYPE: Full-time Fixed-term (37.5 hours/week; 16-month contract)** **POSTING CLOSING DATE: March 10, 2023** **Interested in working with an amazing team that really cares? Then you should join Lumenus! At Lumenus we illuminate a seamless pathway to optimal wellbeing for our clients. As one of the...

  • Talent Pool

    5 days ago

    Toronto, Canada Workplace Safety and Insurance Board Full time

    Our priority is the health and wellness of employees and the people of Ontario. As such, this position may involve working from home for part of the duration of this position. The WSIB model mixes working from home, office and field. **About the Workplace Safety and Insurance Board (WSIB)** We're here to help. When an injury or illness happens on the job,...