Robertson & Company Ltd. logo

Service Officer III

Robertson & Company Ltd.
Department:Accounting
Type:HYBRID
Region:Toronto, Ontario
Location:Toronto, Ontario, Canada
Experience:Mid-Senior level
Salary:CAD49,920 - CAD49,920
Skills:
MICROSOFT EXCELMICROSOFT WORDMICROSOFT OUTLOOKDATA ENTRYBANKING
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Job Description

Posted on: July 7, 2026

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail banking.   Introduction: Prime Hires is seeking a skilled Service Officer III to join our client in support of an existing vacancy. Contract Period: 12 and 4 months with potential to extend or convert Pay Rate: $24 per hour Location: Toronto, ON Location Type: Hybrid Business Hours: Monday-Friday; 8:30 AM – 5:00 PM   Job Responsibilities:

  • Review and approve source documents such as canceled checks, sales reports, or bills, and enter data in specific data fields or onto tapes or disks for subsequent entry, using keyboards or scanners.
  • Review and correct data entry errors submitted by staff.
  • Approve and audit data with source documents.
  • Review and audit logs of activities and completed work.
  • Manage daily email communications while processing non-financial transactions involving highly sensitive client information.
  • Accurately review forms and input critical data across multiple systems, ensuring precision and compliance.
  • Consistently meet service level agreements (SLAs) within 24-48 hours.

Experience & Qualification Requirements:

  • University degree is required.
  • 4 years of financial or banking experience.
  • Proficiency in Microsoft 365- Excel, Word and Outlook.
  • Quick learner.
  • Problem solving skills.
  • Verbal and written communication skills, attention to detail, and interpersonal skills.
  • Ability to work independently and manage one’s time.
  • Ability to accurately document and record customer/client information.
  • Basic mentoring skills necessary to provide support and constructive performance feedback.
  • Previous experience with computer applications, such as Microsoft Word and Excel.

How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Prime Hires & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply. Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements. We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team.    Prime Hires & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Prime Hires is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

Originally posted on LinkedIn

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