Banking Associate-CSC/CPA

BeachHead Inc.; Toronto; On-site; CAD 24,000 - 38,000; Full time

Job summary

BeachHead Inc. in Toronto is seeking an experienced Operations Officer for a Banking Associate-CSC/CPA role within a fast-paced financial environment. You will provide essential operational support, execute transactions accurately, manage sensitive information, and contribute to process improvements.

The position offers exposure to multiple systems, strong attention to detail, and opportunities to develop skills across regulatory policies and reporting.

Qualifications

• Strong proficiency in Microsoft Excel, including macros.
• Familiarity with macro processing and MS Office suite.
• Excellent communication and organizational skills.
• Business maturity with sound judgment and professionalism.
• Ability to handle high volumes of work within strict deadlines.
• Strong attention to detail and accuracy.
• Self-motivated, independent, and a quick learner.
• Experience handling sensitive information and adhering to confidentiality protocols.

Responsibilities

• Review, process, and validate daily transactions with high accuracy and timeliness
• Track productivity and ensure compliance with established procedures and SLAs
• Handle sensitive client and operational data with discretion and confidentiality
• Escalate complex or high-risk issues promptly and appropriately
• Support continuous process improvements by identifying efficiencies and participating in initiatives
• Collaborate with team members to meet shared objectives and deadlines
• Maintain comprehensive understanding of relevant regulatory policies and operational guidelines
• Contribute to reporting and analysis for special projects and operational metrics

Skills

Excel macros

MS Office suite

Communication

Organizational skills

Attention to detail

Time management

Confidentiality

Independent learner

Process improvement

Tools

Global and WSS platforms

Job description

Are you an experienced Operations Officer seeking a dynamic role?

Working with one of our top financial clients, this role calls for a Banking Associate-CSC/CPA. The position involves providing essential operational support within a fast-paced financial environment, executing transactions accurately, managing sensitive information, and contributing to process improvements. The successful candidate will have the opportunity to develop their skills and gain exposure to various systems.

Pay rate range (CAD): $17.60/hr– $27.70/hr

Responsibilities

• Review, process, and validate daily transactions with high accuracy and timeliness
• Track productivity and ensure compliance with established procedures and SLAs
• Handle sensitive client and operational data with discretion and confidentiality
• Escalate complex or high-risk issues promptly and appropriately
• Support continuous process improvements by identifying efficiencies and participating in initiatives
• Collaborate with team members to meet shared objectives and deadlines
• Maintain comprehensive understanding of relevant regulatory policies and operational guidelines
• Contribute to reporting and analysis for special projects and operational metrics

Desired Skill-Set

• Strong proficiency in Microsoft Excel, including macros
• Familiarity with macro processing and MS Office suite
• Excellent communication and organizational skills
• Business maturity with sound judgment and professionalism
• Ability to handle high volumes of work within strict deadlines
• Strong attention to detail and accuracy
• Self-motivated, independent, and a quick learner
• Experience handling sensitive information and adhering to confidentiality protocols

Nice to Have

• Prior experience in trade processing or cash product operations (loans, deposits, swaps, forwards)
• Knowledge of Global and WSS platforms
• Demonstrated leadership and proactive problem-solving skills

BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.