Operations Officer II in Financial Services

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

Requirements:

• 2–4 years of banking experience

• Strong compliance-related experience

• Familiarity with Salesforce is preferred

• Proficient in Microsoft 365 tools

• University degree in Business or related field

Utilize your operational expertise and compliance knowledge as part of a dynamic team at US Tech Solutions.
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