Operations Officer

Job summary

Review and validate requests for registered retirement income fund (RRIF) withdrawals, ensuring the information complies with Canada Revenue Agency requirements. Process approved requests in a high-risk environment where funds are transferred outside the client.

Job details

TekStaff's Client has a current vacancy for an Operations Officer SUMMARY OF THE ROLE: Typical Day-to-Day Responsibilities: Operations team, receiving request for RRIF (registered retirement income funds) withdrawal, reviewing the request, validating the information in compliance with CRA, and processing the requests. High risk environment and compliance heavy as funds are transferred outside of client. MUST HAVE Hard Skills: (hard skills and how many years of experience) 1.) 1-2 years of banking/financial 2.) Proficiency in Microsoft 365- Word, Outlook and Excel. SOFT SKILLS: 1.) Quick learner 2.) Adaptable to change 3.) Tech Savvy NICE-TO-HAVE 1.) Excel- Macros, VLOOKUPS, Pivot tables 2.) Running power queries TekStaff may use artificial intelligence (AI) tools as part of the applicant screening process. However, applications will also be reviewed by a member of our Recruitment team to ensure a fair and thorough assessment.

What you’ll do

Review and validate requests for registered retirement income fund (RRIF) withdrawals, ensuring the information complies with Canada Revenue Agency requirements. Process approved requests in a high-risk environment where funds are transferred outside the client.

Requirements

Requires 1–2 years of banking or financial services experience and proficiency with Microsoft Word, Outlook, and Excel. The role also calls for a quick learner who adapts to change and is comfortable with technology; Excel macros, VLOOKUP, pivot tables, and Power Query are nice to have.

Listed skills

• Microsoft Word · Preferred
• Microsoft Outlook · Preferred
• Microsoft Excel · Preferred
• Regulatory Compliance · Preferred
• Attention to detail · Preferred
• adaptability · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Banking And Financial Services
• Microsoft Word
• Microsoft Outlook
• Microsoft Excel
• Request Review
• Information Validation
• Regulatory Compliance
• RRIF Withdrawals
• Attention To Detail
• Adaptability
• Technology Savvy
• Excel Macros
• VLOOKUP
• Pivot Tables
• Power Query

Job areas

• Finance & Accounting
• Administrative

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