Operations Officer II in Finance

Step into a vital role as Operations Officer II, supporting financial operations at a leading institution. This position starts fully onsite for 90 days, transitioning to hybrid after.
In this role, you will be responsible for managing Registered Retirement Plans and ensuring compliance with CRA guidelines. You must possess a Certificate of CSC and have proven experience in financial institutions. Your duties will include processing withdrawal requests and utilizing Salesforce to respond to partner inquiries, all while maintaining strict adherence to SLAs and accuracy standards.
Key Responsibilities:
• Process Registered Retirement Plans per CRA regulations
• Manage withdrawal requests and tax compliance
• Respond to internal inquiries through Salesforce
• Perform detailed back-office operational tasks
• Collaborate with teams to resolve discrepancies
Requirements:
• 2–4 years in banking or finance
• Expertise in compliance activities
• Familiarity with...