Found Description
Join US Tech Solutions as an Operations Officer II, supporting back-office operations in a leading financial institution. This role requires expertise in RRSP management and compliance, with a hybrid work model after 90 days.
The Operations Officer II position involves processing Registered Retirement Plans according to CRA guidelines and responding to internal partner requests via Salesforce. Candidates should have 2–4 years of experience in banking or financial institutions, with strong compliance and operational skills. Attention to detail and proficiency in Microsoft 365 tools are essential for success in this role.
Key Responsibilities:
• Process Registered Retirement Plans accurately under CRA guidelines
• Manage withdrawal requests ensuring compliance and proper tax handling
• Address internal partner requests swiftly through Salesforce
• Maintain accuracy while adhering to SLAs and regulations
• Collaborate with teams to resolve discrepancies swiftly
Req...
The Operations Officer II position involves processing Registered Retirement Plans according to CRA guidelines and responding to internal partner requests via Salesforce. Candidates should have 2–4 years of experience in banking or financial institutions, with strong compliance and operational skills. Attention to detail and proficiency in Microsoft 365 tools are essential for success in this role.
Key Responsibilities:
• Process Registered Retirement Plans accurately under CRA guidelines
• Manage withdrawal requests ensuring compliance and proper tax handling
• Address internal partner requests swiftly through Salesforce
• Maintain accuracy while adhering to SLAs and regulations
• Collaborate with teams to resolve discrepancies swiftly
Req...
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