
Description
JOB TITLE: Operational Services Advisor
Candidate Background:
- Background in banking, accounting, or bookkeeping
- Experience working with service level agreements (SLAs)
- Exposure to operational support roles within financial institutions
- Previous work in process improvement or administrative operations an asset
How Will Performance Be Measured:
- Timely and accurate completion of operational tasks
- Ability to meet or exceed SLA requirements
- Quality of support provided to internal stakeholders
- Contribution to process improvement initiatives
- Accuracy in data entry and spreadsheet management
Selling Points of Position (CVP):
- Opportunity to join a top Canadian financial institution
- Collaborative and supportive team culture
- Exposure to back-office banking operations and process improvement initiatives
- Room for career growth and skill development
- Learn and contribute to high-impact operational processes
SUMMARY OF DAY-TO-DAY RESPONSIBILITIES:
- Perform specialized processing tasks to support day-to-day operations
- Deliver high-quality service to both internal and external stakeholders
- Create and maintain spreadsheets using MS Excel
- Support team initiatives including huddles, knowledge-sharing, and workflow improvements
- Communicate with various departments to resolve operational issues
- Participate in daily team activities and align with operational goals
- Ensure compliance with SLAs and internal controls
MUST-HAVE HARD SKILLS:
- Strong proficiency in Microsoft Office (Excel, Word, PowerPoint)
- Data entry and spreadsheet creation/management experience
- Excellent written and verbal communication skills
- Previous banking or financial services experience
- Ability to manage multiple tasks in a fast-paced environment
- High attention to detail and accuracy
- Proven ability to meet deadlines and SLAs
SOFT SKILLS:
- Team collaboration and willingness to support others
- Critical thinking and proactive problem-solving
- Adaptability and eagerness to learn
- Accountability and ownership of assigned work
NICE-TO-HAVE:
- Experience with estates, wills, or financial documentation related to death claims
- High emotional intelligence and empathy when dealing with sensitive information
- Previous exposure to process improvement projects
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.
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