Operations Analyst
Location: Toronto, ON
Onsite Flexibility: Hybrid 4 days in office, Monday to Thursday
Contract Details
- Position Type: Contract
- Contract Duration: 6 months (with potential for extension)
- Pay Rate: C$30.00 C$35.00 / Hour (CAD)
- Shift / Schedule: Monday to Friday, 8:30 AM 5:00 PM
- Travel Requirements: Not required
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Job Summary
This role exists to provide volume support for day-to-day operational functions within a collaborative, close-knit team of 20 members. The position involves working in a call center environment, with 80% of functions focused on conducting outbound calls and being responsible for the timely and accurate follow-up of client transfers from other financial institutions into TD Wealth. The remaining 20% of functions include data entry duties such as updating in-house systems and working closely with ISM, Kofax (Imaging system), and in-house Case Management software. The contractor will have access to customer data. A full week of training is provided with ongoing support throughout the engagement.
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Key Responsibilities
- Make outbound calls to financial institutions and update internal systems
- Operate within a call center environment, managing high volumes of outbound communication
- Conduct timely and accurate follow-up on client transfers from other financial institutions into TD Wealth (approximately 80% of daily functions)
- Perform data entry functions including updating in-house systems (approximately 20% of daily functions)
- Work closely with ISM, Kofax (Imaging system), and in-house Case Management software
- Participate in a daily 15-minute huddle meeting
- Interact with external stakeholders and handle customer data responsibly
- Meet daily deliverable targets and performance metrics
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Required Skills
- Operations experience in banking/financial services: 1 2 years
- Attention to detail and multi-tasking skills
- High technical aptitude
- Strong Excel skills solid understanding of using Excel spreadsheets, including spreadsheets with macros; must have the technical capability to learn and apply macros during training
- Excellent verbal and written communication skills for updating tickets and carrying out data entry duties
- Professional and interpersonal skills for making outbound phone calls (phone experience is a strong must-have skill for this role)
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Preferred Skills
- Call center experience
- Previous TD Wealth experience
- Previous experience with ISM, EIS, or Ticketing systems
- Banking experience
- Bilingual French and English
- Experience with macros
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Education Requirements
- University degree (undergraduate) required
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Required Experience
- 1 2 years of overall professional experience
- 1 2 years of operations experience in banking or financial services
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Work Environment / Physical Requirements
- Call center environment
- Daily 15-minute team huddle
- No overtime expected
- No rotation required
- Contractor will have access to customer data
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- Medical, Vision, and Dental Insurance Plans
- 401k Retirement Fund
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About the Client
This client is a leading financial services and banking institution operating across Canada, with a broad network supporting wealth management, retail banking, and institutional financial services. The organization employs thousands of professionals across functions including operations analysts, accountants, solutions developers, technology specialists, and release train strategists who collaborate within agile, fast-paced teams. With a team culture that emphasizes collaboration, growth, and long-term development, this organization is consistently ranked among the top financial institutions in North America, serving millions of clients annually.
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About GTT
GTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. We highly value diverse and inclusive workplaces and support Fortune 500 organizations across banking, financial services, technology, life sciences, biotech, utilities, and retail sectors throughout the U.S. and Canada.
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Job Number: 26-12999 Industry: Data & Analytics
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