Opportunity Description
Become an Operations Officer II with US Tech Solutions, focusing on financial operations in a fast-paced hybrid work environment. You'll manage retirement plan transactions and ensure compliance with regulatory guidelines.
This role requires strong attention to detail and 2-4 years of experience in banking or financial institutions. As an Operations Officer II, you'll process Registered Retirement Plans, handle requests through Salesforce, and maintain high accuracy under SLAs. Are you ready to support compliance in a crucial role?
Key Responsibilities:
• Process Registered Retirement Plans ensuring CRA compliance
• Handle withdrawal requests and accurate tax processing
• Respond to internal partner requests via Salesforce
• Collaborate with teams to resolve operational discrepancies
• Perform detailed back-office operational tasks
Requirements:
• 2-4 years experience in banking or financial sectors
• Strong familiarity with compliance-related activities
This role requires strong attention to detail and 2-4 years of experience in banking or financial institutions. As an Operations Officer II, you'll process Registered Retirement Plans, handle requests through Salesforce, and maintain high accuracy under SLAs. Are you ready to support compliance in a crucial role?
Key Responsibilities:
• Process Registered Retirement Plans ensuring CRA compliance
• Handle withdrawal requests and accurate tax processing
• Respond to internal partner requests via Salesforce
• Collaborate with teams to resolve operational discrepancies
• Perform detailed back-office operational tasks
Requirements:
• 2-4 years experience in banking or financial sectors
• Strong familiarity with compliance-related activities
Interested in this opportunity? Apply now through Expertini.
Apply for this Position