Operations Officer I - Bilingual

Robertson & Company Ltd.; Montreal West; Hybrid; CAD 31,000 - 44,000; Full time

Job summary

Robertson & Company Ltd. in Montréal, QC, seeks an Operations Officer I - Bilingual for a 12-month contract. The role involves handling RFIs, inputting data, and ensuring SLA-driven processing in a highly confidential environment.

The ideal candidate is fully bilingual (EN/FR) with 1–2 years in banking/financial services, SLA experience, and strong Microsoft 365 skills. Hybrid work arrangement with standard business hours is offered.

Qualifications

• Post-secondary degree required.
• 1-2 years of banking/financial experience.
• Fully bilingual in English and French (written and verbal).
• 1-2 years of SLA experience and strong administrative background.
• 1-2 years of Proficiency in Microsoft 365 (Word, Outlook and Excel).
• 1 year of Compliance background or worked on government-based requests.

Responsibilities

• Manage requests for information (RFI) via paper forms, email, or software-based systems.
• Requests are reviewed and assigned to officers, who capture and input the required details into the system.
• Work is performed within established SLAs, with requests filtered and prioritized based on type.
• System is used to generate information or documentation, validated for accuracy before completion.
• Upon meeting all requirements, the request is closed and a closing letter is generated.
• Communicate with Revenue Quebec and provide information to government as requested in a highly confidential environment.
• Provide operational support and perform general to specialized transactions for Operations and Business Services.
• Contribute to analysis/reporting on critical projects or initiatives to strengthen processes and service quality.
• Execute transactions accurately and on time per guidelines; escalate issues as needed.
• Identify opportunities to improve service delivery and support partners with incoming transactions.

Skills

Bilingual EN/FR

Administrative support

SLA experience

Education

Post-secondary degree

Tools

Microsoft 365

Job description

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 clients, commercial banking, treasury, and retail banking.
Introduction: Prime Hires is seeking a skilled Operations Officer I - Bilingual to join our client in support of an existing vacancy.
Contract Period: 12 months with potential to extend or convert
Pay Rate: $27 per hour
Location: Montréal, QC
Location Type: Hybrid
Business Hours: Monday – Friday, 8:00 AM – 4:00 PM, 8:30 AM - 4:30 PM
Job Responsibilities:

• Managing requests for information (RFI) by receiving inquiries through paper forms, email, or software-based systems.
• Requests are reviewed and assigned to officers, who capture and input the required details into the system.
• Work is performed within established SLAs, with requests filtered and prioritized based on their type.
• The system is then used to generate the required information or documentation, which is validated for accuracy before the request is completed.
• Once all requirements have been met, the request is closed, and a formal closing letter or communication is generated.
• Communication with Revenue Quebec, and providing information to the government as requested, very sensitive and confidential information so a heavily compliance-based environment.
• Provide a broad range of operational support and perform general to specialized transactions and/or other processing activities for own Operations and Business Services function.
• May contribute to analysis/reporting on critical projects or special initiatives that strengthen our operating model/processes and elevate service quality.
• Execute transactions accurately, on time, and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s).
• Refer or escape processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensure that service quality is maintained.
• Identify opportunities to improve service delivery.
• Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels.
• Interact with partners by responding to requests in an effective and timely manner.
• Prioritize and manage own workload to meet Service Level Agreement (SLA) requirements for service and productivity.
• Understand internal and industry regulations and trends, remain informed of emerging issues, and apply appropriate due diligence in adherence with operating policies/procedures.
• Consistently exercise discretion in managing correspondence, information, and all matters of confidentiality; escalated issues where appropriate.
• Support the timely and accurate completion of business processes.
• Actively review internal processes/activities and provide ideas for process improvement- Investigate and escape non-standard or high-risk activities as appropriate.
• Adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management).
• Be knowledgeable of and comply with Bank Code of Conducts.

Experience & Qualification Requirements:

• Post- Secondarydegree required.
• 1-2 years of experience in banking/financial.
• Fully Bilingual in English and French- written and verbal.
• 1-2 years of SLA experience and strong administrative background.
• 1-2 years of Proficiency in Microsoft 365- Word, Outlook and Excel.
• 1 year of Compliance background or worked on government-based requests.