Operations Associate - Bank/Finance

Job Description

Daily Responsibilities

Day in the Life:

* The primary responsibility of this role is to process Fee Billing cases.

* Cases are assigned based on skill level and queue volumes.

* The processor is expected to complete assigned cases within a 2-day SLA.

* This role operates in a fast-paced environment with strict timelines.

Project

Unified Fee Billing Project:

* The role supports a unified fee billing initiative focused on efficient and accurate fee processing.

Technology & Tools

* Microsoft programs such as Excel and Access (Excel is used daily; knowledge of formulas is a plus).

* Internal applications such as ServiceLink, ClientSource, AdvantageFee, Broadridge, etc. (nice to have)

Must-Have Qualifications

* Post-secondary education (College or University preferred).

Nice-to-Have Skills & Experience

* Business background.

* Experience with Excel and Access.

* Experience in data manipulation.

* Experience in Wealth Management.

* Operational experience.

* Customer service experience.

* Financial industry experience.

The expected base salary range for this position is $20 – $24 per hour, depending on experience, skills, and internal equity.

The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location.

For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.

We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.