Job Description
Operations Officer II – Duration: 9 months (Extension or Conversion possible)
Schedule: Full onsite for 90 days followed by a hybrid schedule (4 days onsite per week).
Job Description
We are seeking an Operations Officer II to support back‑office financial operations within a leading financial institution with CSC certification. The role involves managing retirement plan transactions, ensuring compliance with regulatory guidelines, and handling internal partner requests through Salesforce in a fast‑paced, SLA‑driven environment.
Responsibilities
- Process and manage Registered Retirement Plans (RRSP) in accordance with CRA guidelines.
- Handle withdrawal requests and ensure accurate tax and compliance processing.
- Maintain the CSC (Canadian Securities Course) certification status.
- Receive and respond to internal partner requests via Salesforce.
- Maintain high accuracy while adhering to SLAs and compliance s...
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