Financial Operations Officer II Hybrid Role

Take on a rewarding role as an Operations Officer II within a major financial institution. This position involves hybrid work, processing retirement plans, and utilizing Salesforce for partner requests.
The role spans 9 months, starting with 90 days onsite before moving to a hybrid schedule. You will manage regulatory compliance and ensure seamless transactions for retirement plans. Your proficiency in Microsoft 365 tools is crucial to succeed in this fast-paced environment.
Key Responsibilities:
• Manage Registered Retirement Plans in compliance with CRA
• Ensure tax accuracy for withdrawal requests
• Utilize Salesforce to address partner inquiries
• Maintain compliance standards while processing requests
• Collaborate with teams for efficient operations
Requirements:
• 2–4 years of experience in the financial sector
• Strong experience in compliance activities
• Background in back-office operations essential
• Knowledge of RRSP processes regarded h...