We are seeking a compassionate, detail-oriented, and professional Operations Officer III to join our CPB Operations & Delivery team. This role is a critical part of our Estates Processing unit, responsible for managing the end-to-end settlement of deceased clients' accounts. You will balance technical back-office transactions with high-empathy communication, ensuring that estate representatives and family members receive seamless support during sensitive times.
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This is a 1-year contract with a strong potential for extension or permanent conversion, offering a clear path for professional development within a premier financial institution.
Work Location: Hybrid (4 days per week onsite) at Mississauga.
Note: Training is 100% onsite for the first 2–3 weeks.
Schedule: Monday to Friday, rotational shifts (8:00 AM – 4:00 PM or 9:00 AM – 5:00 PM).
Start Date: April 28, 2026.
As an Operations Officer III, you will provide a broad range of operational support, performing both general and specialized transactions. The role is a 50/50 split between technical back-office processing and telephone interaction. You will manage estate files, process financial transactions, and connect with authorized representatives to finalize documentation. Success in this role is measured by your ability to meet strict Service Level Agreements (SLAs) while maintaining a "Gold Standard" customer experience.
Advantages
Career Growth: Significant opportunities for internal advancement and skill development.
Inclusive Culture: Join a collaborative and friendly team of 15 professionals in an inclusive workplace.
Stability: A 1-year contract with potential for permanent conversion.
Onsite Perks: Free parking available at the Tahoe Blvd location.
Responsibilities
Estates Case Management
File Processing: Manage and process estate files, ensuring all legal and financial documentation is accurate and compliant with bank policy.
Transaction Execution: Perform specialized financial transactions related to the distribution of estate assets.
Relationship Management: Act as a liaison between the bank and estate representatives, providing updates and ensuring inquiries are handled appropriately.
Communication & Service
Empathetic Engagement: Deal with highly sensitive matters, speaking with family members of the deceased with compassion and professional etiquette.
Problem Resolution: Utilize established partner resolution processes to solve customer issues, escalating to management when necessary.
Operational Excellence
SLA Adherence: Meet daily productivity targets and Service Level Goals within a fast-paced, high-volume environment.
Audit & Compliance: Ensure all required processing is fulfilled according to established standards to contribute to satisfactory audit results.
Qualifications
Mandatory Requirements
Education: Post-secondary degree.
Phone Etiquette: Exceptional communication skills with the ability to show empathy and compassion while dealing with sensitive estate matters.
Technical Proficiency: Solid knowledge of MS Office (Basic Excel, Outlook, and Word).
Volume Experience: Previous experience working in a high-volume environment governed by strict SLAs and deadlines.
Soft Skills: Strong attention to detail, multitasking abilities, and a "change agent" mindset—adapting well to evolving policies and procedures.
Preferred Qualifications
Bilingualism: Proficiency in both English and French is a strong asset.
Industry Experience: Previous experience in Banking, Estates, Accounting, Bookkeeping, or Collections.
Operational Background: Prior experience as an Administrative or Operations Officer.
Summary
If you are a detail-oriented individual with strong communication and problem-solving skills, and are interested in a long-term career opportunity in a positive team environment, we encourage you to apply!
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
This posting is for existing and upcoming vacancies.
show more
We are seeking a compassionate, detail-oriented, and professional Operations Officer III to join our CPB Operations & Delivery team. This role is a critical part of our Estates Processing unit, responsible for managing the end-to-end settlement of deceased clients' accounts. You will balance technical back-office transactions with high-empathy communication, ensuring that estate representatives and family members receive seamless support during sensitive times.
This is a 1-year contract with a strong potential for extension or permanent conversion, offering a clear path for professional development within a premier financial institution.
Work Location: Hybrid (4 days per week onsite) at Mississauga.
Note: Training is 100% onsite for the first 2–3 weeks.
Schedule: Monday to Friday, rotational shifts (8:00 AM – 4:00 PM or 9:00 AM – 5:00 PM).
Start Date: April 28, 2026.
As an Operations Officer III, you will provide a broad range of operational support, performing both general and specialized transactions. The role is a 50/50 split between technical back-office processing and telephone interaction. You will manage estate files, process financial transactions, and connect with authorized representatives to finalize documentation. Success in this role is measured by your ability to meet strict Service Level Agreements (SLAs) while maintaining a "Gold Standard" customer experience.
...
Advantages
Career Growth: Significant opportunities for internal advancement and skill development.
Inclusive Culture: Join a collaborative and friendly team of 15 professionals in an inclusive workplace.
Stability: A 1-year contract with potential for permanent conversion.
Onsite Perks: Free parking available at the Tahoe Blvd location.
Responsibilities
Estates Case Management
File Processing: Manage and process estate files, ensuring all legal and financial documentation is accurate and compliant with bank policy.
Transaction Execution: Perform specialized financial transactions related to the distribution of estate assets.
Relationship Management: Act as a liaison between the bank and estate representatives, providing updates and ensuring inquiries are handled appropriately.
Communication & Service
Empathetic Engagement: Deal with highly sensitive matters, speaking with family members of the deceased with compassion and professional etiquette.
Problem Resolution: Utilize established partner resolution processes to solve customer issues, escalating to management when necessary.
Operational Excellence
SLA Adherence: Meet daily productivity targets and Service Level Goals within a fast-paced, high-volume environment.
Audit & Compliance: Ensure all required processing is fulfilled according to established standards to contribute to satisfactory audit results.
Qualifications
Mandatory Requirements
Education: Post-secondary degree.
Phone Etiquette: Exceptional communication skills with the ability to show empathy and compassion while dealing with sensitive estate matters.
Technical Proficiency: Solid knowledge of MS Office (Basic Excel, Outlook, and Word).
Volume Experience: Previous experience working in a high-volume environment governed by strict SLAs and deadlines.
Soft Skills: Strong attention to detail, multitasking abilities, and a "change agent" mindset—adapting well to evolving policies and procedures.
Preferred Qualifications
Bilingualism: Proficiency in both English and French is a strong asset.
Industry Experience: Previous experience in Banking, Estates, Accounting, Bookkeeping, or Collections.
Operational Background: Prior experience as an Administrative or Operations Officer.
Summary
If you are a detail-oriented individual with strong communication and problem-solving skills, and are interested in a long-term career opportunity in a positive team environment, we encourage you to apply!
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
This posting is for existing and upcoming vacancies.
show more
