Process RRIF withdrawals with compliance-focused review and Microsoft 365 skills as an Operations Officer supporting financial requests. Work details are not specified.
TekStaff’s client has a vacancy for an Operations Officer within an operations team. The work involves receiving and reviewing RRIF withdrawal requests, validating information according to CRA requirements, and processing requests. Funds transferred outside the client create a high-risk, compliance-heavy environment.
Key Responsibilities: Receive requests for RRIF withdrawals
Review withdrawal requests for completeness
Validate information in compliance with CRA requirements
Process approved withdrawal requests
Handle transfers outside the client carefully
Requirements: One to two years of banking or financial experience
Proficiency with Microsoft Word, Outlook, and Excel
Ability to learn quickly
Adaptability to change
Robust technology skills
Use banking experience, CRA compliance awareness, and Microsoft 365 proficiency to process high-risk RRIF withdrawal requests accurately.