Job Description & How to Apply Below
We are seeking a detail-oriented, proactive, and efficient Operations Support Specialist to join a high-performing operations team supporting enterprise-wide account transfer activities. In this role, you will play a critical part during peak volume season by managing daily end-to-end transfers across retail accounts, registered plans, and digital wallets.
This position offers hands‑on operational experience in a fast‑paced banking environment, strong management support, and direct opportunities to identify procedural gaps and contribute to process improvement initiatives.
Location:
Toronto, ON (Hybrid – 4 days onsite: Monday to Thursday)
Position Type: 6-Month Contract (Extension and Permanent Conversion Possible)
Schedule:
Monday – Friday, 8:30 AM – 5:00 PM (Overtime available as needed)
Number of Positions: 3
Pay Rate $28
Advantages
Enterprise Exposure:
Gain comprehensive, hands‑on exposure to broad operations and cross‑functional financial transfer mechanisms across a major financial institution.
Career Growth:
Excellent "foot-in-the-door" contract opportunity with potential for extension or permanent placement based on business demand and performance.
Process Improvement
Experience:
Direct involvement in identifying operational gaps and working on active continuous improvement projects.
Supportive Culture:
Work within an engaging, 12‑member high‑performing team with robust initial training (4 weeks of hands‑on training) and strong management guidance.
Convenient
Location:
Central corporate location in downtown Toronto (Bloor St. West) close to transit hubs.
Responsibilities
Operations & Account Processing
Review and process daily transfer requests between retail accounts, registered plans (TFSAs, RSPs, FHSAs, RIFs), and digital wallets, ensuring complete accuracy and strict adherence to established SLAs.
Audit incoming transfer documentation to ensure all paperwork is in good order and complies with internal guidelines and industry regulations.
Identify document deficiencies or operational roadblocks, working proactively with internal and external partners to amend issues prior to processing.
Utilize advanced Microsoft Excel functions (including macros) and internal applications to process high‑volume, repetitive data efficiently.
Escalations & Stakeholder Communication
Act as a primary liaison between internal partners (90%) and external parties (10%) to handle follow‑ups, resolve escalations, and communicate status updates on processing requests.
Investigate non‑standard or high‑risk activities and elevate complex operational issues to senior management or specialized support teams as appropriate.
Maintain strict confidentiality when handling sensitive customer financial data and adhere strictly to enterprise regulatory frameworks (e.g., AML, Business Continuity).
Process Improvement & Team Collaboration
Participate in daily 30‑minute team huddles to review workload allocation, priority desks, and operational updates.
Identify pain points, procedural gaps, and operational bottlenecks within daily workflows and offer suggestions to improve service quality and delivery.
Support ongoing business initiatives and special projects aimed at strengthening operating models and elevating service quality.
Qualifications
Education:
Post‑secondary degree or diploma in Finance, Accounting, Business Administration, or a related field.
Experience:
5–7 years of overall professional experience, with a strong background in financial services, banking operations, or accounting environments.
Banking Knowledge:
Familiarity with Canadian retail banking products and registered plans (e.g., TFSAs, RSPs, FHSAs, RIFs).
Technical Proficiency:
Strong command of Microsoft Office applications, with intermediate-to-advanced proficiency in…
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