Operations Officer II - Bilingual

Robertson & Company Ltd.; Montreal West; Hybrid; CAD 39,000 - 44,000; Full time

Job summary

Robertson & Company Ltd. is seeking an Operations Officer II - Bilingual for a 12-month contract in Montreal, QC. The role offers hybrid work and a $30 per hour rate.

You will provide broad operational support across banking operations, ensure SLAs, perform transactions, and escalate issues when needed. Fluency in English and French, a post-secondary degree, and MS 365 proficiency are required; 2–4 years banking experience preferred.

Qualifications

• Post-Secondary degree required.
• 2-4 years banking/financial experience required.
• Fully bilingual in English and French.
• Proficiency in Microsoft 365 components (Outlook, Word, Excel).
• Strong administrative skills and meeting SLAs.
• KYC checks.

Responsibilities

• 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 initiatives that strengthen operating model and elevate service quality.
• Execute transactions accurately, on time, and in line with guidelines and SLAs.
• Refer or escalate processing or operational issues as needed to facilitate resolution.
• Identify opportunities to improve service delivery and support partners with incoming transactions.
• Interact with partners by responding to requests in an effective and timely manner.
• Prioritize and manage workload to meet SLA requirements.
• Understand regulations and apply due diligence in policies/procedures.
• Maintain confidentiality and escalate issues as appropriate.

Skills

Bilingual English/French

Microsoft 365

Outlook

Excel

Administrative skills

KYC checks

Education

Post-Secondary degree

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

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 II - Bilingual to join our client in support of an existing vacancy.

Contract Period

12 months with potential to extend or convert

Pay Rate

$30 per hour

Location

Montreal, QC

Location Type

Hybrid

Business Hours

Monday – Friday, 8:00 AM-8:00 PM - 8 hours a day and 37.5 hours a week(Rotational shift)

Job Responsibilities

• 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 *escalate* 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.
• Escalate 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 *escalate* 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.
• 2-4 years of banking/financial experience required.
• Fully Bilingual in English and French.
• Proficiency in Microsoft 365- Outlook, Word, Excel.
• Strong administrative skills- meeting SLAs.
• KYC checks.