The Cash Management Department is responsible for all Client Cash movements for TD Wealth business lines. This role requires providing excellent customer service, processing transactions accurately and timely, and adhering to firm and industry regulations. The successful candidate will be responsible for ensuring service level agreements are met, identifying process improvements, and participating in team initiatives. This position requires a high degree of accuracy, attention to detail, and the ability to work effectively under pressure in a high-volume environment.
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Position: Operations Officer
Shift: 8:30-5:00, 10:00-6:30 – must be able to work either shift
Salary: 22
Location: Toronto, ON
Advantages
Competitive salary
Professional development opportunities
Positive work environment
Responsibilities
• Provide Excellent Customer Service
• Process all transactions accurately and in a timely manner.
• Provide professional and courteous service to both internal and external clients.
• Maintain service levels as per Service Level Agreements and Internal service delivery standards.
• Meet CiCEI goals and SLA requirements for phone calls.
• Adhere to Firm and Industry regulations and policies for all transactions.
• Escalate issues where necessary.
• Identify opportunities for improvements in service delivery and processes.
• Support process initiatives.
• Ensure documents are completed accurately and filed properly, ensuring client information privacy.
• Ensure adherence to Industry and Firm regulations and operating practices for all transactions.
• Complete investigations accurately and timely, identifying process gaps.
• Participate fully as a team member, promoting effectiveness and a positive work environment.
• Participate and complete development activities.
• Ensure adherence to HR policies and industry code of conduct.
• Share and collaborate with peers to improve processes for daily transactions and productivity.
Qualifications
• A working knowledge of Cash Management.
• Excellent written and verbal communication skills.
• Strong knowledge of Excel and Word (Advanced Excel skills including formulas and pivot tables required).
• Advanced computer and typing skills (minimum 60 WPM).
• Detail-oriented and ability to work within deadlines.
• Organized and able to analyze and solve problems.
• Team-oriented and able to develop excellent working relations with other departments.
• Exceptional English speaking and communication skills.
• University Graduate.
• High accuracy, attention to detail, quick learning, flexibility, and ability to take on various tasks.
• 2-4 years of customer service background/experience.
• Experience in high-processing volume positions.
Preferred Qualifications:
• Previous programming experience (VBA or other languages, with examples of projects).
• Technical background – Coding skills, macros.
• Previous banking experience.
Summary
If you are a detail-oriented and highly organized individual with a proven track record in customer service and a strong understanding of cash management principles, we encourage you to apply. This is an excellent opportunity to contribute to a dynamic team and advance your career within a reputable financial institution
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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The Cash Management Department is responsible for all Client Cash movements for TD Wealth business lines. This role requires providing excellent customer service, processing transactions accurately and timely, and adhering to firm and industry regulations. The successful candidate will be responsible for ensuring service level agreements are met, identifying process improvements, and participating in team initiatives. This position requires a high degree of accuracy, attention to detail, and the ability to work effectively under pressure in a high-volume environment.
Position: Operations Officer
Shift: 8:30-5:00, 10:00-6:30 – must be able to work either shift
Salary: 22
Location: Toronto, ON
Advantages
Competitive salary
Professional development opportunities
Positive work environment
Responsibilities
• Provide Excellent Customer Service
• Process all transactions accurately and in a timely manner.
• Provide professional and courteous service to both internal and external clients.
• Maintain service levels as per Service Level Agreements and Internal service delivery standards.
• Meet CiCEI goals and SLA requirements for phone calls.
...
• Adhere to Firm and Industry regulations and policies for all transactions.
• Escalate issues where necessary.
• Identify opportunities for improvements in service delivery and processes.
• Support process initiatives.
• Ensure documents are completed accurately and filed properly, ensuring client information privacy.
• Ensure adherence to Industry and Firm regulations and operating practices for all transactions.
• Complete investigations accurately and timely, identifying process gaps.
• Participate fully as a team member, promoting effectiveness and a positive work environment.
• Participate and complete development activities.
• Ensure adherence to HR policies and industry code of conduct.
• Share and collaborate with peers to improve processes for daily transactions and productivity.
Qualifications
• A working knowledge of Cash Management.
• Excellent written and verbal communication skills.
• Strong knowledge of Excel and Word (Advanced Excel skills including formulas and pivot tables required).
• Advanced computer and typing skills (minimum 60 WPM).
• Detail-oriented and ability to work within deadlines.
• Organized and able to analyze and solve problems.
• Team-oriented and able to develop excellent working relations with other departments.
• Exceptional English speaking and communication skills.
• University Graduate.
• High accuracy, attention to detail, quick learning, flexibility, and ability to take on various tasks.
• 2-4 years of customer service background/experience.
• Experience in high-processing volume positions.
Preferred Qualifications:
• Previous programming experience (VBA or other languages, with examples of projects).
• Technical background – Coding skills, macros.
• Previous banking experience.
Summary
If you are a detail-oriented and highly organized individual with a proven track record in customer service and a strong understanding of cash management principles, we encourage you to apply. This is an excellent opportunity to contribute to a dynamic team and advance your career within a reputable financial institution
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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