Operations Officer Iii

1 week ago

Toronto, 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: Prime Hires is seeking a skilled Operations Officer (Analyst) to join our client.

Contract Dates: 4 months with potential to extend or convert
Pay Rate: $28 per hour
Business Hours: Monday to Friday (Hybrid)

Job Responsibilities:

- Support and assist in the generation of ad hoc queries, monthly reporting for various reconciliations, and work with Operations, Wealth Partners, Technology and Vendors to scope, test, and review Tax UAT and production cycles and leverage available technologies.
- Generate various Tax slips and filings with CRA/RQ as required and provide Partners with necessary calculations related tax financial information.
- Support and assist in the production of various registered plans and Mutual Funds tax products, gathering of RRSP withdrawals, RIF payments or mutual fund income payment data and tax allocation information from Fund Accountants for various Tax reporting.
- Drive continuous improvement of the current state Tax Production model service level agreements (SLA) to enhance the client experience and operational efficiencies.
- Analyze current state processes and perform root cause analysis for any breaks and gaps in process, including but not limited to:

- Finding Data integrity or quality issues
- Independently drive change and solutions for all identified root causes
- Liaise and drive change between multiple stakeholders (Technology, Business Architecture, Operations, Wealth Business lines etc.)
- Recommend and summarize improvements to Management and senior leadership

Experience & Qualification Requirements:

- Experience in using TaxPrep software to prepare tax forms and/or T3 tax returns
- Withholding tax remittances and reconciliations with CRA/RQ
- Data literacy, process optimization, data technology tools.
- Intermediate-Advanced Level Excel: write functions/formulas, manage data, able to find easier way to complete work, creativity and willing to learn
- Drive change and solutions for root causes that they identify
- Drive continuous improvements and perform root cause analysis (find data integrity issues, fix data, identify outdated processes and technology used, and provide recommendations)
- 1-3 years’ work experience in analytical roles (data analysis, Operations Analyst, data validation, reporting, and analytics techniques)
- A general understanding of Banking Operations and interest in financial services
- Education: taxation, accounting, finance, computer science, business, mathematics, stats, or related field with 1-3 years’ experience as tax analyst/associate, business analyst or related

Personal Attributes:

- Strong attention to detail
- Verbal and written communication skills, multi-tasking, customer service skills and interpersonal skills
- Ability to work independently and manage one's time

**_**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. Prime Hires & 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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