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We are seeking a compassionate, detail-oriented, and professional Operations Officer III to join our CPB Operations & Delivery team. This role is a critical part of our Estates Processing unit, responsible for managing the end-to-end settlement of deceased clients' accounts. You will balance technical back-office transactions with high-empathy communication, ensuring that estate representatives and family members receive seamless support during sensitive times. This is a 1-year contract with a strong potential for extension or permanent conversion, offering a clear path for professional development within a premier financial institution. Work Location: Hybrid (4 days per week onsite) at Mississauga. Note: Training is 100% onsite for the first 2–3 weeks. Schedule: Monday to Friday, rotational shifts (8:00 AM – 4:00 PM or 9:00 AM – 5:00 PM). Start Date: April 28, 2026. As an Operations Officer III, you will provide a broad range of operational support, performing both general and specialized transactions. The role is a 50/50 split between technical back-office processing and telephone interaction. You will manage estate files, process financial transactions, and connect with authorized representatives to finalize documentation. Success in this role is measured by your ability to meet strict Service Level Agreements (SLAs) while maintaining a Gold Standard customer experience.
Job Responsibility:
Manage and process estate files, ensuring all legal and financial documentation is accurate and compliant with bank policy
Perform specialized financial transactions related to the distribution of estate assets
Act as a liaison between the bank and estate representatives, providing updates and ensuring inquiries are handled appropriately
Deal with highly sensitive matters, speaking with family members of the deceased with compassion and professional etiquette
Utilize established partner resolution processes to solve customer issues, escalating to management when necessary
Meet daily productivity targets and Service Level Goals within a fast-paced, high-volume environment
Ensure all required processing is fulfilled according to established standards to contribute to satisfactory audit results
Requirements:
Post-secondary degree
Exceptional communication skills with the ability to show empathy and compassion while dealing with sensitive estate matters
Solid knowledge of MS Office (Basic Excel, Outlook, and Word)
Previous experience working in a high-volume environment governed by strict SLAs and deadlines
Strong attention to detail, multitasking abilities, and a change agent mindset
Nice to have:
Proficiency in both English and French
Previous experience in Banking, Estates, Accounting, Bookkeeping, or Collections
Prior experience as an Administrative or Operations Officer
What we offer:
Career Growth: Significant opportunities for internal advancement and skill development
Inclusive Culture: Join a collaborative and friendly team of 15 professionals in an inclusive workplace
Stability: A 1-year contract with potential for permanent conversion
Onsite Perks: Free parking available at the Tahoe Blvd location