Operations Officer II at Financial Institution

Step into a key role as Operations Officer II with a leading financial institution. This hybrid position focuses on managing retirement plans and compliance requirements.

This 9-month role begins onsite for 90 days before transitioning to a hybrid work model. Candidates must possess CSC certification and demonstrate attention to detail in processing retirement plans efficiently. Proficiency in Microsoft 365 is vital for managing partner requests via Salesforce and ensuring compliance throughout the process.

Key Responsibilities:

• Process Registered Retirement Plans per CRA guidelines

• Handle tax compliance for withdrawal requests

• Respond to internal partner requests via Salesforce

• Ensure high accuracy while maintaining compliance

• Collaborate with teams to resolve processing discrepancies

Requirements:

• 2–4 years’ experience in banking or financial services

• Robust compliance-related experience required

• Familiarity with RRSP processes preferred

• Experience in back-office operations required

• University degree in Business or related field

Bring your expertise in finance and operations to excel in this position.
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