Review RRIF withdrawal requests in Toronto using CRA validation, financial analysis, and precise back-office processing. This position has no telephone responsibilities.
Our banking client seeks an early-career Operations Officer for a compliance-focused operations team. You will validate documentation, process fund transfers, and maintain accurate records. The approximately four-month contract runs Monday to Friday, 8:30 AM to 5:00 PM, with extension or permanent conversion possible based on performance and business needs.
Key Responsibilities:
- Receive, review, and process RRIF withdrawal requests
- Validate information and documentation against CRA requirements
- Identify discrepancies or missing financial documentation
- Maintain compliant transaction records and processing accuracy
- Manage workloads while meeting established service level agreements
Requirements:
- One to two years banking or financial services experience
- Proficiency with Excel, Word, and Outlook
- Solid administrative and organizational skills
- Technical aptitude for learning systems and processes quickly
- Strong attention to detail and accuracy
Apply banking operations, CRA documentation review, and accurate processing skills within Toronto’s back-office financial services team.