Data Entry Operator – Proficient

An Initial AI Screening will be conducted for this role. Please Click Here to complete your AI screening while submitting your application.

JOB DESCRIPTION

Location: Hybrid (Downtown, Toronto)

Duration: 5 months

Our client, a leading financial institution in Downtown Toronto, is looking for a Data Entry Operator to retrieve pending cases from the workflow system. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.

Typical Day in role:

• Conduct case reviews for accuracy and completeness
• Verify that data entry forms meet quality standards
• Data entry
• Flag and reject cases that require additional information or correction
• Provide accurate processing support for standardized and/or manual processes within a specific Operations department.
• Accurately review, verify and/or record data into technology supporting department processes.
• Understand department procedures and required accountabilities in the area or department in which the incumbent works.
• Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operations departments and Business Units.
• Maintain department documentation, ensuring procedures, policies, and guidelines are up-to-date and accurate.
• Perform other duties and responsibilities

Must-Have Skills:

• 1+ years of operations, securities, and Wealth Management industry experience
• 1+ years of experience working with large data sets and complex processes
• Demonstrated ability in written and oral communication skills, along with strong presentation skills. Ability to determine the information and communication needs of the stakeholders and the project.
• Strong attention to detail and risk management mindset.
• Strong critical thinking skills and ability to propose innovative solutions.

Nice-To-Have Skills:

• Prior experience/knowledge of KYC/AML/QI/FATCA/CRS documentation processing, policies and regulatory rules, and other regulatory requirements (CIRO, OSFI, IRS, etc.)
• Reporting and tracking capabilities using tools such as MS Excel (advanced formulas/pivot tables/macros), Power BI, and Access.

Soft Skills Required:

• Sense of urgency
• Information seeking
• Listening, understanding and responding

Education:

•  4-year degree from an accredited university

FP Inc. is committed to creating an inclusive environment where all team members and clients feel like they belong. In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position. The hourly compensation range for this role is C$20 – C$21/hr. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.