Join a leading financial institution as an Operations Officer II with a focus on back-office tasks. This position features a full onsite schedule for the first 90 days, moving to a hybrid model afterward.
You will play a critical role in processing Registered Retirement Plans, handling withdrawal requests, and ensuring that all activities comply with regulatory standards. A Certificate of CSC is required, along with experience in finance or banking. You will utilize Salesforce for internal requests and maintain accuracy while meeting service-level agreements.
Key Responsibilities:
• Manage RRSP transactions in line with CRA guidelines
• Process tax-related inquiries and withdrawals
• Handle partner requests using Salesforce efficiently
• Support back-office operations with high accuracy
• Work closely with internal teams to resolve issues
Requirements:
• 2–4 years of relevant experience
• Strong compliance-related expertise
• Experience in back-office o...