Job Description
Support financial operations as an Operations Officer II with US Tech Solutions. This role offers hands-on experience in managing retirement plans and requires a detailed understanding of compliance regulations, transitioning to a hybrid work schedule after 90 days.
In this position, you will handle Registered Retirement Plan processes in line with CRA guidelines and efficiently respond to partner requests using Salesforce. Candidates must have a solid background in banking operations and compliance, along with strong Microsoft 365 skills. This role is pivotal in ensuring accurate processing and regulatory adherence.
Key Responsibilities:
• Administer Registered Retirement Plans compliant with CRA standards
• Process withdrawal requests with accurate tax implications
• Liaise with internal partners through Salesforce efficiently
• Uphold accuracy adhering to compliance and SLA standards
• Work cross-functionally to resolve operational discrepancies
Requirements:...
In this position, you will handle Registered Retirement Plan processes in line with CRA guidelines and efficiently respond to partner requests using Salesforce. Candidates must have a solid background in banking operations and compliance, along with strong Microsoft 365 skills. This role is pivotal in ensuring accurate processing and regulatory adherence.
Key Responsibilities:
• Administer Registered Retirement Plans compliant with CRA standards
• Process withdrawal requests with accurate tax implications
• Liaise with internal partners through Salesforce efficiently
• Uphold accuracy adhering to compliance and SLA standards
• Work cross-functionally to resolve operational discrepancies
Requirements:...
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