Operations Officer I - Bilingual

Robertson & Company Ltd.; Montreal West; Hybrid; CAD 56,000 - 64,000; Full time

Job summary

Robertson & Company Ltd. is seeking an Operations Officer I - Bilingual to support a major financial institution in Montreal, QC. This 12‑month hybrid role focuses on processing requests, maintaining SLAs, and ensuring compliant information handling.

Ideal candidates will be fully bilingual in English and French with 1–2 years in banking operations, strong admin skills, and familiarity with Microsoft 365. Contract pays $27/hour, with business hours Mon–Fri.

Qualifications

• Post-Secondary degree required.
• 1–2 years of banking/financial experience required.
• 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, Excel).
• 1 year of Compliance background or experience with government-based requests.

Responsibilities

• Manage requests for information (RFI) via paper forms, email, or software systems.
• Capture and input required details; assign to officers.
• Operate within SLAs; filter and prioritize requests.
• Generate and validate information or documentation; close requests with closing communications.
• Communicate with Revenue Quebec and government as needed in a compliance environment.
• Provide operational support and perform transactions for Operations and Business Services.
• Assist in analysis/reporting for projects to improve processes and service quality.
• Execute transactions accurately and on time per guidelines and SLAs.
• Refer or escalate issues to ensure service quality, resolving with appropriate partners.

Skills

Bilingual English/French

Time management

Communication

SLA experience

Microsoft 365

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: Montreal, QC

Location Type: Hybrid

Business Hours: Monday – Friday, 8:00 AM – 4:00 PM or 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) (SLAs).
• Refer or elevate 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, elevate 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 elevate 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 Conduct.

Experience & Qualification Requirements

• Post-Secondary degree required.
• 1-2 years of banking/financial experience required.
• 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

Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team.

Prime Hires & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Prime Hires is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.