Our client, a leader in the banking industry is seeking an Administrative Assistant for a 6-month contract, with the possibility of becoming full-time employment. This is an onsite position in their Toronto office. The idea candidate will possess Microsoft Office skills, is detail oriented, and works well within a team.

Responsibilities:

• Collect and organize incoming mail
• Gathers and formats data into regular and ad-hoc reports, and dashboards
• Processing of customer cheques and other POs
• Processes service requests and access requests
• May function as a problem-solving resource for more junior staff
• Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager
• Develops an understanding of business products and services and the operations processes that support them
• Identifies and resolves discrepancies in accordance with standard procedures
• Escalates issues, where necessary, as per guidelines
• Prepares, renews, or monitors administrative tasks such as distributing/collecting/filing/etc. documentation and information
• Enters, reviews, and/or verifies collections information and documentation for processing and/or further handling
• Manages documentation to ensure that records are maintained in a proper manner
• Analyzes data and information to provide insights and recommendations
• Organizes work information to ensure accuracy and completeness
• Collaborates in identifying, recommending, and implementing workflow improvements to deliver a more efficient operation
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees
• Broader work or accountabilities may be assigned as needed

Qualifications:

• 1+ years of relevant experience in a similar role
• Strong data entry experience
• Communicating concisely with professionalism via phone and email
• Tech-savvy individual with strong computer and writing skills
• Proficient in Microsoft Office, Excel
• Works independently with minimal support
• Attention to detail and process driven
• Ability to problem-solve and take initiative
• Fast learner with the ability to multi-task
• Previous financial institution experience considered an asset

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.

Position Overview

The Underwriting Team is looking for an analytical, self-starter to join the unit as an Underwriter. Reporting to the Small Business Underwriting Manager the Underwriter position is accountable for analyzing group characteristics, benefits and plan design in order to appropriately price and win new group business or retain existing business.
This role will involve analyzing the rating information, assessing the group’s specific risk characteristics as well as delivering clear, accurate and complete quotes to our Company Account Executives.

What you will achieve in this role:

• Analyze group characteristics, benefits, and plan designs
• Analyze premium and claims information in order to appropriately price new business
• Provide underwriting decisions through clear verbal and written communications
• Conduct constructive negotiations utilizing underwriting judgment and guidelines
• Evaluate and act on risk propositions;
• Accurately price new and existing business opportunities;
• Provide value added underwriting and benefit recommendations to maximize the clients' group benefit spend

What you will bring to this role:

• Demonstrated knowledge of and experience with Group Life and Health concepts, benefits and products
• Previous experience in a customer service oriented role.
• Mathematical aptitude
• Ability to handle high volumes, fluctuating workloads and multiple priorities within set time constraints
• PC Skills: Microsoft Word, Microsoft Excel
• Previous underwriting experience is an asset, as is enrollment in or completion of LOMA, HIAA, or CEBS.
Attributes:
• Strategic Decision-Making
• Negotiating and Influencing
• Applying Technical Expertise

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

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.

Position Overview

The Sales Support Specialist plays a key role by supporting the Travel Sales team to provide partners, Client Managers and Business Development Managers with a national scope and presence to service a business producing more than $150,000,000 annually and 3,000 agency locations.

In addition, the Sales Support Specialist is responsible to identify back-end office workflows and process improvements to allow the Sales Support Coordinators to support to both internal and external partners, and effectively and efficiently by working closely with sales team to deliver on key initiatives, in view of meeting established sales and service targets.

As part of her/his role, the individual will support the more intricate and involved duties and tasks that an agent would support without the responsibility of providing advice, processing of insurance transactions or direction to clients.

What you will achieve in this role:

- Support Internal and External Business Development Managers in the overall administration of their territories
- Support National Client Managers in the administration of National Accounts
- Handle and support Internal and External Business Development Mangers in the execution of training setup and business/sales development activities
- Assist in the management of the internal execution of all newly appointed travel agencies within assigned territories; coordinating with various internal teams (IT, Legal, Finance, Licensing…) as required. Similarly, if agency locations are cancelled, closed, or transferred.
- Act as Finance liaison to coordinate and follow up with agency locations as required (rejected payments, update EFT information, follow up on accounts payable…)
- Handle reporting and policy modifications requests
- Analyze data and work with management to develop creative solutions
- Identify and recommend staff training needs in response to process changes or new product/system implementations
- Work as directed by management team to research and document business issues, including workflow procedures, employee pain points, customer pain points and operational processes
- Advocate of the Agile mindset and process
- Curiosity towards data and desire to build creative solutions to find meaningful insights
- Exceptional customer/ client service focus
- Get it done attitude
- Passion to learn new things and understand the business
- Flexible & adaptable to change
- Enthusiastic & collaborative team player

What you will bring to this role:

- Ability to work in an extremely fast paced environment
- Able to handle fluctuating workloads and multiple priorities
- Experience/knowledge in financial services
- Intermediate to Advanced knowledge of Excel (i.e. mastery of excel formulas, pivot tables and VBA is a plus)
- Proficient in MS Office suite including Outlook, Word, Power Point, Excel....
- Attention to detail and ability to review all work for quality assurance purposes
- Demonstrated ability to thrive in a multi-tasking environment
- Proven analytical skills, combined with creative and effective communication, organizational skills, and planning ability
- Demonstrate analytical capabilities with respect to process improvements, problem solving, etc.
- Excellent written, verbal and presentation skills
- Bi-lingual would be preferred but not required

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client, a leader in the banking industry is seeking a Client Service Advisor to join their Treasury and Payment Solutions team for a 6-month contract with the possibility to extend or become full-time employment. This is currently a remote position, but will be moving to a hybrid model in their Vancouver office. If you are a bright and motivated professional who is people focused and a team player, then this could be the perfect opportunity for you!

Responsibilities:

• Incoming calls inquiring of day to day activities on account

• Action email/fax requests; includes wire inquiries, EFT amend, Bank Drafts etc.

• Assist internal partners and existing/new on boarded customers with inquiries/requests.

• 50-70 calls a week most requests are received via email and fax

• Will receive up to 10+ requests per day, additional to incoming calls

• SLA of Same day response to clients.

• Ticket must be opened within 24 hours

• Close tickets within the established SLA

• Must action Fraud and time sensitive requests as a priority.

• Answering high volumes email/phone requests simultaneously

Qualifications:

• 3 years related job exposure

• Problem resolution, analytical & organizational skills*

• Proficient in technology and understanding technology concepts

• Branch banking and operational process knowledge

• Must have customer service experience

• Strong client focus and interpersonal skills

• Excellent oral and written communication

• Able to multi-task in a fast-paced environment

• Must work well in a team environment

• Bilingual (English/French) would be an asset but not mandatory*

• Knowledge of Treasury Management products and services considered an asset

• Financial experience branch or corporate considered an asset

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.

Position Overview

The Operations Specialist is responsible for research and administration of routine and complex financial and non-financial transactions using all applicable systems for Company Securities clients and/or Advisors while providing superior quality, meeting all published service levels, within a client centric service model.

Company Securities is a leading national Canadian dealership with membership in both the Investment Industry Regulatory Organization of Canada (IIROC) and the Mutual Fund Dealers Association (MFDA). The dealership serves approximately 1,300 independent advisors, IIROC and MFDA.

What you will achieve in this role:

• Process routine daily transactions such as processing account opening or transfer requests received electronically or by way of paperwork; ensuring daily service levels are met with internal and external partners;
• Follow-up on issues as necessary or as directed; investigate into special complex transactions or other tasks as assigned, to a successful conclusion
• Address account opening or transfer related issues as it relates to any internal process related to the new or updated account, or incoming transfer request. Reporting into Team Leader, Supervisor or Manager on any escalated inquiries that are brought forward for resolution;
• Performing quality control or communicating on complex administrative cases with the Advisor or Assistant directly as needed
• Using Dataphile tracking, or any other tracking tools, maintaining and reporting progress updates regularly to the team;
• Maintains accurate records of transactions in order to interact effectively with clients;
• Identifies and or updates internal or external reference guides as necessary
• Identifies and solves most basic and complex problems based on an understanding of the customer's needs, using investigation and established processes, procedures or guidelines;
• Responsible for recognizing the need to redirect more complex problems or escalate potential patterns to senior team members;
• Participates in special projects/assignments; perform other duties as required.

What you will bring to this role:

• Minimum of 2 years’ experience in the mutual fund financial services or investment industry, or at least 2 year’s experience in a dealer back office;
• Required to complete any and all Anti Money Laundering, Complaint Management and PIPEDA courses delivered by Company
• Ability to identify patterns or connections and problem solving;
• Superior attention to detail and accuracy;
• Experience in Dataphile is an asset;
• Demonstrated proficiency in MS Office (Word, Excel) skills;
• Successful completion of IFIC Operations Course is an asset.
• CSC/CPH/IFIC Sales or IFIC Operations preferred

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

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.

Position Overview

Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference and a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

The North American HR Operations team is seeking a dedicated and enthusiastic individual to join our dynamic team as a Recruitment Coordinator. Your exceptional time management and organizational skills will be beneficial as you will manage various administrative tasks and coordination of the recruitment process.

What you will achieve in this role:

• Provide administrative support to Talent Acquisition Team by managing Recruitment Coordination activities such as, interview arrangement, raise/adjudicate background check, facilitate onboarding and orientation
• Participate in the coordination of New Hire Orientation; reporting and tracking as required
• Assist with recruitment operations related special projects as assigned
• Format job descriptions for internal/external and niche site postings
• Coordinate and schedule Interviews between applicants and hiring managers
• Initiate and complete pre-employment screening process, tracking, follow-up, and costs
• Initiate and manage background checks by coordinating with candidates and background check vendor
• Align with other functional HR departments to ensure an effective flow of information and a consistent approach

What you will bring to this role:

• 1-2 years HR experience preferably in training/administration/recruitment
• Proficient at Microsoft Office including Word, Excel and Outlook
• Strong interpersonal Flexible and adaptable and ability to work in a changing environment
• Knowledge of Workday an asset
• Well-developed time management skills with ability to handle multiple priorities; can work independently
• Strong organizational skills and sense of urgency and flexibility
• Bilingual French and English

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client, a leader in the banking industry is seeking a Service Representative to join their Payments Processing team until the end of December with the possibility to extend. This will be a hybrid role in their Missisauga office. In this position, you will receive and process incoming payments from other entities worldwide electronically and repair incoming payments when they error out. You will be responsible for ensuring payments can process through their queue to the correct entity.

Role Responsibilities:
• Repairing wire payments
• Ensuring wire payments are processed with no process errors

• Receiving payments in differing currencies and manually keying the funds into the correct currency in alignment with the customer’s bank account

• Working through their request queue with both speed and accuracy

Qualifications:
• Excellent typing skills- a speed of 50 words/minute at minimum with accuracy

• Strong communication skills- a bilingual candidate is an asset, but the work the team completes day to day is with English speaking customers

• Ability to effectively manage and deliver on high priority and time sensitive deadlines

• A strong willingness to learn  
• Previous financial teller experience considered an asset

• Previous service rep experience for a banking client considered an asset

• Solid knowledge of general geography- this team handles transfers worldwide, and it can be helpful for candidates to have a good understanding of where countries are located and the currencies they leverage
• Post-secondary degree highly preferred-

Our client, a leader in the banking industry is seeking a Servicing Analyst to join their Transportation Finance team for a 6-month contract with the possibility to extend or move to full-time. This position will be onsite at their Billings, Montana office. In this role you will be responsible for providing day-to-day delivery of critical lending operations processes including loan administration and servicing activities. You will also support the execution of title resolution, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements.

Responsibilities:

• Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures.

• Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests.

• Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements (SLAs) are met.

• Checks and reconciles information and documentation to ensure accuracy and completeness.

• Identifies and resolves discrepancies in accordance with standard procedures.

• Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information.

• Data enters, reviews and verifies loan information and documentation for processing and/or further handling.

• Manages documentation to ensure that records are maintained in a proper manner.

• Analyzes data and information to provide insights and recommendations.

• Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.

• Develops and maintains effective relationships with internal & external stakeholders.

• Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.

• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees

Qualifications:

• 2+ years of experience as a servicing analyst

• Experience processing and interpreting loan/lending documentation

• Experience processing and interpreting commercial lending products/documentation

• Strong MS Office skills (Word, PowerPoint, Outlook, excel)

• Bachelor’s degree preferred, no discipline

• Excellent verbal & written communication skills.

• Analytical and problem-solving skills.

• Strong organizational skills and the ability to work well within a team environment

• Ability to problem-solve and take initiative

• Effective attention to detail and a high degree of accuracy

Our client, a leader in the banking industry is seeking an Accounting Clerk/Data Entry for an 8-month contract for their Transformation and Client Services Team, with the possibility to extend or become full-time employment. This is an onsite position in their Toronto office. The ideal candidate is looking for a career in clerical accounting and demonstrates a strong attention to detail.

Responsibilities:
• Responsible for operating data entry devices, such as a keyboard or computer, to verify and input data for 200-300 cheques daily
• Ability to accurately document and record customer/client information and cheques with 0 errors
• Compile, sort and verify the accuracy of data before it is entered. Locate and correct data entry errors or report them to supervisors
• Compare data with source documents, or re-enter data in verification format to detect errors
• Maintain logs of activities and completed work
• Maintains operations by following policies and procedures and reporting needed changes
• Maintains customer confidence and protects operations by keeping information confidential
• Contributes to team effort by accomplishing related results as needed
• Use internal systems Ingenium, Capsil, and Alias to confirm policy/account # of the cheque payer
• Perform other duties as assigned

Qualifications:
• High school diploma or equivalent work experience
• Excellent verbal & written communication skills
• Previous experience with computer applications, such as Microsoft Word and Excel
• Ability to work independently and manage one’s time
• Strong attention to detail is critical
• Experience using Ingenium, Capsil, and Alias is a strong asset

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.

Position Overview

The Commercial Customer Service Centre (CCSC) provides Banking and administration support to the Commercial Banking Centres (CBCs) and their clients across Canada. Both customer and partner are at the centre of everything we do while our key focus is to provide exceptional service to assist our partners in their ability to foster customer loyalty.

The CCSC acts as an extension of the CBC dealing directly with clients to process administrative requests while supporting Commercial deposit account opening and maintenance processes for new and existing accounts.

What you will achieve in this role:

• Ability to multi-task and work in a fast paced, high volume environment
• Ensure Service Level Agreements are adhered to at all times
• Ability to work efficiently to meet individual and team driven benchmarks
• Be conscientious and detail oriented in order to mitigate any risk to the bank
• Demonstrate a sense of urgency and commitment to provide quality customer service to both internal partners and customers alike
• Must demonstrate the ability to be resourceful and proactive in their approach to Partner and Customer Problem Resolution
• Strong oral and written communication skills are essential
• Ability to work closely in a team environment
• Understand and apply operating policies and procedures
• Ability to take ownership of a situation
• Ability to quickly learn new systems and applications
• Customer service and Retail Banking/Contact Centre experience considered an asset
• Bilingual (French) is preferred

What you will bring to this role:

1. Take Ownership of Tools: where to find and locate these tools, work independently
2. Fast-paced, multi-tasking
3. MS Suites – Word, Outlook, Excel (beginner-intermediate – basic formulas), MS Access (basic)
4. Detail Oriented, Attention to change, Adapt to ever changing policies
5. Previous operations officer work (5+ years)
6. Customer service and Retail Banking/Contact Center experience, Administrative work

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.