BeachHead Inc.
Banking Operations Officer Hybrid Role
Job Description
Join a leading financial team as a Banking Operations Officer in a hybrid setting. Manage retirement accounts, ensure compliance, and process withdrawals efficiently.
This role with a top client entails managing Registered Retirement Plan requests and adhering to CRA regulations. As a Banking Operations Officer, you will collaborate across internal teams to deliver timely support while maintaining accurate records. Your compliance background will be crucial in ensuring all activities align with tax guidelines.
Key Responsibilities:
• Manage retirement account requests via Salesforce
• Process withdrawals related to retirement funds
• Ensure compliance with CRA regulations
• Collaborate with internal partners for timely support
• Maintain precise records for all account activities
Requirements:
• 2-4 years in banking or financial services
• 4+ years proficiency in Microsoft 365
• Strong knowledge of CRA and RRSP processes
• Experience with Salesforce ...
This role with a top client entails managing Registered Retirement Plan requests and adhering to CRA regulations. As a Banking Operations Officer, you will collaborate across internal teams to deliver timely support while maintaining accurate records. Your compliance background will be crucial in ensuring all activities align with tax guidelines.
Key Responsibilities:
• Manage retirement account requests via Salesforce
• Process withdrawals related to retirement funds
• Ensure compliance with CRA regulations
• Collaborate with internal partners for timely support
• Maintain precise records for all account activities
Requirements:
• 2-4 years in banking or financial services
• 4+ years proficiency in Microsoft 365
• Strong knowledge of CRA and RRSP processes
• Experience with Salesforce ...