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Operations Officer II: Back Office Financial Role
US Tech Solutions
Opportunity Description
Advance your career at US Tech Solutions as an Operations Officer II, focusing on back-office financial operations. This hybrid position demands expertise in compliance and retirement plan management, transitioning to hybrid work after an initial onboarding period.
You will be responsible for processing RRSP transactions in compliance with CRA guidelines while responding to partner inquiries via Salesforce. Successful candidates will possess 2–4 years of experience in the banking sector, with a keen focus on back-office operations and excellent communication skills. Utilizing Microsoft 365 tools for reporting will be part of your daily tasks.
Key Responsibilities:
• Process Registered Retirement Plans under CRA guidelines accurately
• Manage and ensure compliance for withdrawal requests
• Respond to internal partner requests via Salesforce effectively
• Maintain SLA standards with high accuracy
• Collaborate with teams to address ...
You will be responsible for processing RRSP transactions in compliance with CRA guidelines while responding to partner inquiries via Salesforce. Successful candidates will possess 2–4 years of experience in the banking sector, with a keen focus on back-office operations and excellent communication skills. Utilizing Microsoft 365 tools for reporting will be part of your daily tasks.
Key Responsibilities:
• Process Registered Retirement Plans under CRA guidelines accurately
• Manage and ensure compliance for withdrawal requests
• Respond to internal partner requests via Salesforce effectively
• Maintain SLA standards with high accuracy
• Collaborate with teams to address ...
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