Banking Operations Officer at BeachHead

Enhance your career as a Banking Operations Officer at BeachHead. Engage in a hybrid work environment while managing retirement accounts and ensuring compliance.
In this position, you'll handle requests for Registered Retirement Plans and process withdrawals efficiently. Your collaboration with internal teams will lead to timely resolutions ensuring adherence to CRA guidelines. You’ll play an important role in record-keeping and participate in process improvements regularly.
Key Responsibilities:
• Manage Registered Retirement Plan requests through Salesforce
• Process retirement fund withdrawals accurately
• Ensure compliance with tax regulations and guidelines
• Collaborate with teams to resolve issues promptly
• Maintain comprehensive account activity records
Requirements:
• 2-4 years’ experience in the banking sector
• Proficiency in Microsoft 365 for 4+ years
• Strong compliance background with CRA knowledge
• Salesforce experience is a plus
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