Administrative Assistant – Operations Officer II (Financial Services)

About the role

We are looking for an Operations Officer II to support back‑office financial operations for a leading financial institution. The role focuses on managing Registered Retirement Plan (RRSP) transactions, ensuring regulatory compliance, and handling internal partner requests through Salesforce.

Key responsibilities

• Process and manage RRSP transactions in line with CRA guidelines.
• Handle withdrawal requests, ensuring accurate tax and compliance processing.
• Respond to internal partner requests via Salesforce while meeting SLA targets.
• Perform back‑office operational tasks with high accuracy and attention to detail.
• Collaborate with internal teams to resolve discrepancies and ensure seamless processing.
• Utilise Microsoft 365 tools (Excel, Word, Outlook) for reporting and tracking.
• Maintain compliance with all regulatory and internal standards.

Required profile

• 2–4 years of experience in banking or financial institutions.
• Strong background in compliance‑related activities and back‑office operations.
• Familiarity with RRSP processes and CRA guidelines is an asset.
• Exposure to Salesforce is highly preferred.
• University degree in Business or a related field, or equivalent experience.
• Shift hours: Monday–Friday, 8:30 AM – 5:00 PM.

Required skills

• Microsoft Excel
• Microsoft Word
• Microsoft Outlook
• Salesforce