Operations Officer

Robertson & Company • Toronto, Ontario, Canada • 18h ago

Job Responsibilities:

This is a call center environment. 80% of functions will include candidates conducting outbound calls; responsible for the timely and accurate follow up of client transfers from other financial institutions.
20% of functions will include data entry functions, i.e. updating in house systems and working closely on ISM, EIS (Electronic Imaging System) and in house ticketing software.
Making outbound calls to other financial institutions for client transfer information.
Making outbound calls to other financial institutions for client transfers.
Operations experience
Excellent verbal and written communication skills for when candidates are entering tickets and carrying out data entry duties
Professional and interpersonal skills - for making phone calls (phone experience is a strong must have skill required for the role)
Attention to detail
Multi-tasking skills
High Technical Aptitude
Strong Excel - need good understanding of using excel spreadsheets (will be using spreadsheets with macros, need to have strong technical skills to be able to pick up on learning macros during training)

Robertson \& Company

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