Financial Operations Officer with Salesforce Skills
U
US Tech Solutions
📍 chilliwack, bc, Canada
Job Description
Join a leading financial institution as an Operations Officer II, specializing in back-office operations. This position involves managing retirement plans and ensuring compliance with regulatory standards while utilizing Salesforce.
Ideal candidates will have 2 to 4 years of experience in finance, focusing on compliance-related tasks. You will support retirement plan transactions and accurately process withdrawal requests. Your tech-savvy nature and ability to prioritize tasks will be important in adhering to SLAs and maintaining operational efficiency.
Key Responsibilities:
• Process RRSP transactions according to CRA requirements
• Ensure compliance in all withdrawal request handling
• Maintain accuracy while meeting performance standards
• Handle internal requests via Salesforce
• Collaborate to resolve operational issues
Requirements:
• 2–4 years in a banking environment
• Strong compliance experience preferred
• Back-office operations familiarity
Ideal candidates will have 2 to 4 years of experience in finance, focusing on compliance-related tasks. You will support retirement plan transactions and accurately process withdrawal requests. Your tech-savvy nature and ability to prioritize tasks will be important in adhering to SLAs and maintaining operational efficiency.
Key Responsibilities:
• Process RRSP transactions according to CRA requirements
• Ensure compliance in all withdrawal request handling
• Maintain accuracy while meeting performance standards
• Handle internal requests via Salesforce
• Collaborate to resolve operational issues
Requirements:
• 2–4 years in a banking environment
• Strong compliance experience preferred
• Back-office operations familiarity