Operational Services Advisor

Kelly Services; Mississauga; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading staffing agency in Canada is seeking an Operational Services Advisor to support day-to-day operations within a top financial institution. The ideal candidate will possess strong Microsoft Office skills, experience in banking, and a commitment to delivering high-quality service. This role offers significant opportunities for growth and contribution to important operational processes.

Benefits

Medical, dental, and vision insurance

Retirement savings plan

Paid holidays and sick leave

Transit spending account

Qualifications

• Background in banking, accounting, or bookkeeping is highly desirable.
• Experience working with service level agreements (SLAs) is beneficial.
• Previous work in process improvement or administrative operations an asset.

Responsibilities

• Perform specialized processing tasks to support day-to-day operations.
• Deliver high-quality service to both internal and external stakeholders.
• Ensure compliance with SLAs and internal controls.

Skills

Strong proficiency in Microsoft Office (Excel, Word, PowerPoint)

Data entry and spreadsheet creation/management

Excellent written and verbal communication skills

Previous banking or financial services experience

Ability to manage multiple tasks in a fast-paced environment

High attention to detail and accuracy

Proven ability to meet deadlines and SLAs

Job description

Overview

JOB TITLE: Operational Services Advisor

Candidate Background

• Background in banking, accounting, or bookkeeping

• Experience working with service level agreements (SLAs)

• Exposure to operational support roles within financial institutions

• Previous work in process improvement or administrative operations an asset

How Will Performance Be Measured

• Timely and accurate completion of operational tasks

• Ability to meet or exceed SLA requirements

• Quality of support provided to internal stakeholders

• Contribution to process improvement initiatives

• Accuracy in data entry and spreadsheet management

Selling Points of Position (CVP)

• Opportunity to join a top Canadian financial institution

• Collaborative and supportive team culture

• Exposure to back-office banking operations and process improvement initiatives

• Room for career growth and skill development

• Learn and contribute to high-impact operational processes

Summary of Day-to-Day Responsibilities

• Perform specialized processing tasks to support day-to-day operations

• Deliver high-quality service to both internal and external stakeholders

• Create and maintain spreadsheets using MS Excel

• Support team initiatives including huddles, knowledge-sharing, and workflow improvements

• Communicate with various departments to resolve operational issues

• Participate in daily team activities and align with operational goals

• Ensure compliance with SLAs and internal controls

MUST-HAVE HARD SKILLS

• Strong proficiency in Microsoft Office (Excel, Word, PowerPoint)

• Data entry and spreadsheet creation/management experience

• Excellent written and verbal communication skills

• Previous banking or financial services experience

• Ability to manage multiple tasks in a fast-paced environment

• High attention to detail and accuracy

• Proven ability to meet deadlines and SLAs

Soft Skills

1. Team collaboration and willingness to support others

2. Critical thinking and proactive problem-solving

3. Adaptability and eagerness to learn

4. Accountability and ownership of assigned work

Nice-to-Have

• Experience with estates, wills, or financial documentation related to death claims

• High emotional intelligence and empathy when dealing with sensitive information

• Previous exposure to process improvement projects

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here (https://www.mykelly.com/help-support-working-with-kelly-us/#Benefits) for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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About Kelly

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Kelly is committed to providing a workplace environment that is inclusive and respects the dignity of those in our workforce. Consistent with that commitment, Kelly will ensure that persons who are otherwise able to work are not unfairly excluded from doing so based upon any grounds protected by applicable human rights legislation, and will make all reasonable efforts to accommodate the needs of applicants and employees in all employment processes including but not limited to, hiring, advancement, discharge, compensation, or training.