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Job Description & How to Apply Below
Duration: 9 months (Extension or Conversion possible)
Schedule:
Full Onsite for 90 days then hybrid 4 days
Job Description We are seeking an Operations Officer II to support back‑office financial operations within a leading financial institution with CSC certificate. The role involves managing retirement plan transactions, ensuring compliance with regulatory guidelines, and handling internal partner requests through Salesforce in a rapid‑paced, SLA‑driven environment.
Responsibilities Process and manage Registered Retirement Plans in accordance with CRA guidelines
Handle withdrawal requests and ensure accurate tax and compliance processing
Maintain a CSC (Canadian Securities Course) certification
Receive and respond to internal partner requests via Salesforce
Maintain high accuracy while adhering to SLAs and compliance standards
Perform back‑office operational tasks with attention to detail
Collaborate with internal teams to resolve discrepancies and ensure seamless processing
Utilize Microsoft 365 tools (Excel, Word, Outlook) for reporting and tracking
Ensure all activities meet regulatory and compliance requirements
Experience 2–4 years of experience in banking or financial institutions
Strong experience in compliance‑related activities
Experience working in back‑office operations
Familiarity with RRSP processes and CRA guidelines is an asset
Exposure to Salesforce is highly preferred
Skillsets Proficiency in Microsoft 365 (Excel, Word, Outlook)
Strong attention to detail and accuracy
Excellent prioritization and multitasking abilities
Tech‑savvy with the ability to adapt to tools like Salesforce
Strong team collaboration skills
Education University degree in Business or a related field, or equivalent experience
Shift Hours Monday–Friday, 8:30 AM – 5:00 PM
Equal Opportunity Employer US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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