Bilingual Intake & Case Assessment Specialist

OMBUDSMAN FOR BANKING SERVICES AND INVESTMENTS; Toronto; Hybrid; CAD 56,000 - 66,000; Full time

Job summary

Ombudsman for Banking Services and Investments (OBSI) in Toronto is seeking a Case Assessment Officer I to manage intake, assess complaints, and prepare cases for investigators. The role emphasizes strong client service, bilingual communication, and adherence to OBSI mandates.

The position offers hybrid work in Toronto with onsite training, and the successful candidate will handle inquiries, document review, and collaboration with investigators while upholding confidentiality and ethics.

Qualifications

• Strong written and verbal communications in English and French.
• Strong interpersonal and teamwork skills.
• Ability to communicate tactfully and diplomatically.
• Excellent organizational and time management.
• High attention to detail and sound judgment.
• Knowledge of the financial sector is an asset.

Responsibilities

• Responding to inquiries and case intake: make outbound calls, reply to emails, refer to appropriate firm or regulator, provide information on mandate and process, collect information.
• Case assessment: assess complaints for mandate, write case summaries, identify expedited investigations, assign products and issues, raise systemic issues.
• Contributing to organizational initiatives: maintain templates, train new staff, participate in projects, engage in stakeholder events, other duties.

Skills

Communications

Bilingual EN/FR

Interpersonal skills

Time management

Attention to detail

Judgment & ethics

Research & analysis

Financial sector knowledge

Job description

Ombudsman for Banking Services and Investments (OBSI) in Toronto is seeking a Case Assessment Officer I to manage intake, assess complaints, and prepare cases for investigators. The role emphasizes strong client service, bilingual communication, and adherence to OBSI mandates.

The position offers hybrid work in Toronto with onsite training, and the successful candidate will handle inquiries, document review, and collaboration with investigators while upholding confidentiality and ethics.