Administrative Assistant - 26-13114 - US Tech Solutions (Chilliwack)

Job Description

We are seeking an Operations Officer II to support back‑office financial operations within a leading financial institution with CSC certificate. The role involves managing retirement plan transactions, ensuring compliance with regulatory guidelines, and handling internal partner requests through Salesforce in a fast‑paced, SLA‑driven environment.

Responsibilities

• Process and manage Registered Retirement Plans (RRSP) in accordance with CRA guidelines.
• Handle withdrawal requests and ensure accurate tax and compliance processing.
• Maintain high accuracy while adhering to SLAs and compliance standards.
• Receive and respond to internal partner requests via Salesforce.
• Perform back‑office operational tasks with attention to detail.
• Collaborate with internal teams to resolve discrepancies and ensure seamless processing.
• Utilize Microsoft 365 tools (Excel, Word, Outlook) for reporting and tr...