Operations Officer II – Bilingual X 2

Job Title: Operations Officer II – Bilingual X 2
Location: Mississauga, ON (Hybrid)
Estimated Duration: 12 Months

SUMMARY OF THE ROLE:
Typical Day-to-Day Responsibilities: Supporting Client clients in managing their finances, reviewing documents submitted by branch partners to ensure they meet legal requirements, and processing them if accurate or following up when needed.
Overview
The Public Guardian Trust (PGT) team supports client clients when PGT has been appointed to manage their finances.
The team reviews requests, verifies client information, updates accounts, handles required documents and transactions, and works with partners to complete requests on time.
Unique Challenges of the Role
The role requires employees to:

• High accuracy requirements
• Work in a highly regulated environment.
• Complex account handling
• Balancing speed with control
• Maintain current knowledge of changing provincial legislation and internal policies.
• Meet service level expectations while maintaining a high degree of accuracy.

MUST HAVE Hard Skills:

• Fully bilingual in English and French- written and verbal
• 2-4 years of banking experience is required
• Prior experience in an SLA based role
• Microsoft 365 proficiency- Excel, Outlook, and Word
• Comfortable using AI technology

SOFT SKILLS:

• Excellent communication skills- both written and verbal
• Decision making skills
• Attention to detail and accurcay
• Ability to multiask and manage volumes
• Collaboration skills

NICE-TO-HAVE

• Legal experience- working with legal government documents