Service Officer II

4 weeks ago

Toronto, Ontario, Canada CB Canada Full time

Job Title: Service Officer II

Location: CB Canada

We are seeking a highly skilled Service Officer II to join our team at CB Canada. As a Service Officer II, you will be responsible for the timely and accurate processing of relevant transactions.

Key Responsibilities:

  • Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
  • Adapt to fast-paced environments/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 improvements

Requirements:

  • High school diploma or GED required
  • 2-4 years related experience required
  • Previous banking/financial experience
  • Proficient in Excel (VLOOKUP, PivotTable, filters), write macros, computer language
  • Strong technical and analytical skills
  • Ability to pass a criminal background check

About CB Canada:

CB Canada recognizes the importance of providing an accessible and barrier-free environment. We are committed to creating a welcoming, fair, and inclusive environment by offering equal opportunity to access our services. At CB Canada, we are committed to providing accommodations and will work with you to meet your needs.

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