Position Overview
Become an Operations Officer II in a top financial institution, focusing on back-office operations and retirement plan transactions. This role offers a hybrid work model for flexibility and efficiency.
In this 9-month position, you’ll start full-time onsite before transitioning to a hybrid schedule. The role focuses on compliance, managing partner requests via Salesforce, and requires strong attention to detail. Microsoft 365 proficiency will help you thrive in this challenging environment.
Key Responsibilities:
• Administer Registered Retirement Plans under CRA guidelines
• Process withdrawal requests for tax compliance
• Communicate with internal partners through Salesforce
• Ensure accuracy adhering to SLAs and compliance
• Collaborate with internal teams for smooth operation
Requirements:
• 2–4 years’ experience in banking or finance
• Expertise in compliance-related processes required
• Previous back-office operations experience necessary
• Fami...