Job Description
Elevate your career as a Retirement Specialist with Dexian in Ottawa, ON (Hybrid) on a 9-month contract. You’ll manage retirement fund requests and ensure compliance with regulations.
As a key member of our team, you will utilize Salesforce to receive requests from financial partners and manage Registered Retirement Plans according to CRA guidelines. Your attention to detail and ability to meet deadlines are crucial in processing fund withdrawals and supporting our operational goals.
Key Responsibilities:
• Handle retirement fund requests through Salesforce
• Manage Registered Retirement Plans in compliance with CRA
• Ensure all regulations and tax deductions are met
• Process withdrawals accurately and timely
• Collaborate with internal teams for operational efficiency
Requirements:
• 2–4 years in a banking or financial role
• Strong MS 365 proficiency (Excel, Word, Outlook)
• Experience in compliance and regulatory standards
• Excellent accuracy an...
As a key member of our team, you will utilize Salesforce to receive requests from financial partners and manage Registered Retirement Plans according to CRA guidelines. Your attention to detail and ability to meet deadlines are crucial in processing fund withdrawals and supporting our operational goals.
Key Responsibilities:
• Handle retirement fund requests through Salesforce
• Manage Registered Retirement Plans in compliance with CRA
• Ensure all regulations and tax deductions are met
• Process withdrawals accurately and timely
• Collaborate with internal teams for operational efficiency
Requirements:
• 2–4 years in a banking or financial role
• Strong MS 365 proficiency (Excel, Word, Outlook)
• Experience in compliance and regulatory standards
• Excellent accuracy an...