Operations Analyst I

1 month ago


Oakville, Canada Robertson and Company Full time

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 client, commercial banking, treasury, and retail banking.

Introduction: Robertson is seeking a skilled Operations Analyst to join our client.

Contract Dates: 12 months with potential extend or convert
Pay Rate: $27.10 per hour

Job Responsibilities:

- Process requests received through Salesforce or other means, while communicating directly with** **other internal partners, advisors, or our back-office provider; ensuring daily service levels are met with internal and external partners
- Follow-up on issues; investigate and/or escalate complex cases as needed
- Performing quality control
- Participates in special projects/assignments; perform other duties as required

Experience & Qualification Requirements:

- Minimum of 2 years experience in the financial services industry
- Required to complete any training/courses required by Manulife
- Superior attention to detail and accuracy
- Demonstrated proficiency in MS Office
- Nice to have Experience with Dataphile or Salesforce
- Successful completion of IFIC Operations Course is an asset

Personal Attributes:

- Strong Communication Skills
- Problem-Solving and Critical Thinking
- Attention to Detail and Quality-Oriented

**_**ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS**_**

**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. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.


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