Operations Administrator – New Accounts & Client Documentation
By Procom At Mississauga, Ontario, Canada
Strong organizational and time management skills, with the ability to prioritize tasks effectively and meet deadlines
Responsible for efficiently and accurately processing new account applications and ensuring compliance with all regulatory requirements
Monitor and manage documentation retention in compliance with record-keeping regulations
Contribute to process improvement initiatives to enhance operational efficiency and customer experience
Proficient with MS Office computer skills
Strong problem-solving and analytical skills to identify and resolve issues effectively
Analyst, Institutional Client Group Coverage, Global Banking Canada
By HSBC At Toronto, Ontario, Canada
Work within a team environment and ensuring a high level of communication between line manager and other team members.
High degree of proficiency with MS office suite, particularly Excel. Knowledge of financial modelling and VBA programming are preferred.
Outstanding record of academic achievement, with a demonstrable passion for corporate finance
Exceptional verbal, written and presentation skills
Managing credit exposure to the clients in this portfolio in Canada
Provide high quality sector, competitor and client analyses in support of marketing, strategy, and credit processes.
Senior Associate, Research Analytics & Institutional Client Strategy
By Scotiabank At Toronto, Ontario, Canada
Attention to detail and time management skills
Produce periodical analytical summary reports for the Research Management team
Issue invoices for research clients and track payments with internal Finance teams
Proven experience in SQL and .NET is required
Working knowledge of Angular and Python would be an asset
Strong problem-solving and analytical skills

Are you looking for an exciting opportunity to join a dynamic team in Institutional Client Operations? We are looking for an Administrator to join our team and help us provide exceptional service to our clients. You will be responsible for managing client accounts, providing operational support, and ensuring compliance with regulations. If you have a passion for client service and a commitment to excellence, this could be the perfect job for you!

An Administrator Institutional Client Operations is responsible for providing administrative support to institutional clients. This includes managing client accounts, processing transactions, and providing customer service. They must be able to work with a variety of clients and have excellent organizational and communication skills. To become an Administrator Institutional Client Operations, you will need a bachelor’s degree in business or a related field. Skills required for an Administrator Institutional Client Operations include strong customer service, communication, and organizational skills. They must also be able to work with a variety of clients and have a good understanding of financial products and services. Knowledge required for an Administrator Institutional Client Operations includes financial products and services, customer service, and client relations. They must also have a good understanding of the banking industry and regulations. Responsibilities of an Administrator Institutional Client Operations include managing client accounts, processing transactions, and providing customer service. They must also be able to troubleshoot any issues that arise and provide solutions. Experience in the banking industry is beneficial for an Administrator Institutional Client Operations. They should also have experience in customer service and client relations. Qualifications for an Administrator Institutional Client Operations include a bachelor’s degree in business or a related field. They should also have experience in the banking industry and customer service. Education for an Administrator Institutional Client Operations includes a bachelor’s degree in business or a related field. Tools that help Administrator Institutional Client Operations work better include customer relationship management (CRM) software, financial software, and customer service software. Good tips to help Administrator Institutional Client Operations do more effectively include staying organized, staying up to date on industry trends, and staying in communication with clients.

Common Administrator Institutional Client Operations interview questions include:

• What experience do you have in the banking industry?
• How would you handle a difficult customer?
• What do you know about financial products and services?
• What do you think are the most important qualities of an Administrator Institutional Client Operations?