Job Description
Join a leading financial institution as an Operations Officer II handling financial back-office tasks in a hybrid role. Focus on compliance and operational excellence while utilizing Salesforce and Microsoft 365.
This full-time role starts with 90 days onsite, then transitions to a hybrid schedule. You will manage Registered Retirement Plans, handle withdrawal requests, and ensure compliance with CRA guidelines. The job demands attention to detail and strong collaboration with internal teams to meet SLAs while processing requests efficiently.
Key Responsibilities:
• Process RRSP transactions following CRA regulations
• Handle withdrawal requests with compliance accuracy
• Maintain CSC certification status consistently
• Respond to partner requests using Salesforce software
• Perform operational tasks adhering to compliance standards
Requirements:
• 2–4 years of financial institutional experience
• Strong background in compliance tasks
• Familiarity with...
This full-time role starts with 90 days onsite, then transitions to a hybrid schedule. You will manage Registered Retirement Plans, handle withdrawal requests, and ensure compliance with CRA guidelines. The job demands attention to detail and strong collaboration with internal teams to meet SLAs while processing requests efficiently.
Key Responsibilities:
• Process RRSP transactions following CRA regulations
• Handle withdrawal requests with compliance accuracy
• Maintain CSC certification status consistently
• Respond to partner requests using Salesforce software
• Perform operational tasks adhering to compliance standards
Requirements:
• 2–4 years of financial institutional experience
• Strong background in compliance tasks
• Familiarity with...
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