Administrative Assistant

Duration: 9 months (Extension or Conversion possible)

Schedule:

Full Onsite for 90 days then hybrid 4 days

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.

• 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

• 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

• 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

• University degree in Business or a related field, or equivalent experience

Monday–Friday, 8:30 AM – 5:00 PM

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.