Operations Officer

FP Inc.; Montreal (administrative region); On-site; CAD 30,000 - 36,000; Full time

Job summary

FP Inc. in Montreal, Quebec seeks an Operations Officer to maintain logs of activities and completed work on a six-month contract. The successful candidate will work on transfers related to RESP and RDSP products with OFI, leveraging experience with multiple systems and strong attention to detail.

French language proficiency and excellent communication are essential. This on-site role offers steady responsibilities in a financial services environment.

Qualifications

• Attention to detail and strong communication are required.
• Experience with listed software and systems is preferred.
• Proficiency in French is required.

Responsibilities

• Maintain logs of activities and completed work.
• Manage transfers related to RESP and RDSP products to OFI’s.

Skills

Attention to detail

Communication

Education

Highest education

Tools

RightFax

Sales platform

RBIS

Unitrax

PeopleSoft

Adobe

Excel

Job description

JOB DESCRIPTION

Location: On-site | Montreal, Quebec

Duration: 6 Months

Our client, a leading financial institution in Montreal, Quebec, is looking for an Operations Officer to maintain logs of activities and completed work. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.

Typical Day in role:

• Financial and non-financial maintenance, as well as transfers out to OFI’s solely related to RESP and RDSP products.

Must Have Skills:

• Both attention to detail to avoid mistakes and good communication
• Experience with RightFax, Sales platform, RBIS, Unitrax, PeopleSoft, Adobe, Excel
• French

Nice-To-Have Skills:

• Investment knowledge or experience

Soft Skills Required:

• Team player
• self-motivation
• initiative
• Time management

Education:

• Highest education

FP Inc. is committed to creating an inclusive environment where all team members and clients feel like they belong. In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position. The hourly compensation range for this role is $22/hr -$26/hr. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.