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We are seeking a detail-oriented and motivated Operations Officer II to join our Wealth Operations team in Ottawa. This is a 100% back-office role focused on the accurate processing of various Retirement Income Fund (RIF) requests, including manual requests, account application updates, and complex calculations. This is a 6-month contract with a strong possibility of extension or permanent conversion based on performance and business needs. It is an excellent opportunity for professionals or recent graduates to gain experience within a premier financial institution.
Job Responsibility:
Accurate Execution: Perform general to specialized transactions, including RIF basic manual requests and NAAF update requests, ensuring compliance with established procedures
Calculations: Conduct precise LIF maximum amount calculations and other financial data adjustments
SLA Adherence: Prioritize and manage your workload to meet productivity and quality targets within defined Service Level Agreements
Issue Resolution: Identify and escalate processing or operational issues based on a solid understanding of the underlying cause, connecting with partners to facilitate resolution
Stakeholder Support: Support internal partners with incoming transactions, validating information, and performing adjustments within your authority levels
Process Improvement: Identify opportunities to enhance service delivery and support the implementation of process improvement initiatives
Documentation: Ensure all data entry and documentation are accurate and reflect current regulatory and internal guidelines
Requirements:
Technical Skills: High proficiency in MS Excel with the ability to confidently run and manage EUCs (Excel-based macros)
Experience: 2–4 years of professional experience in an operations or administrative role
Attention to Detail: Meticulous attention to detail and a high degree of accuracy in data entry
Adaptability: A quick learner who takes initiative and can adapt to changing workloads and procedures
Soft Skills: Exceptional team-player attitude and strong time-management skills
Education: A University degree is preferred
Nice to have:
Prior experience within a banking or financial institution
Knowledge of Retirement Income Fund (RIF) products
Familiarity with IBM/Kyndryl systems
What we offer:
Professional Growth: Gain hands-on experience in Wealth Operations with a globally recognized bank, offering a great platform for career networking
Long-Term Potential: Strong possibility for contract extension or permanent hire based on individual performance
Supportive Culture: Join a collaborative 11-member team that prioritizes shadowing and peer-to-peer training
Stable Schedule: Predictable Monday to Friday schedule without a rotational requirement