Investment Withdrawal Processing Specialist
D
Dexian
📍 sept îles, côte- ord, Canada
Job Description
Step into the role of Investment Withdrawal Processing Specialist at Dexian in Ottawa, ON, utilizing a hybrid work model. Focus on efficiently managing retirement fund processes while ensuring compliance.
This contract position spans 9 months, where you'll work closely with financial partners through Salesforce. Ideal candidates will have 2-4 years in banking or finance, demonstrating a thorough understanding of Registered Retirement Plans and compliance adherence with CRA guidelines. You will handle withdrawals and ensure precision in processing customer requests.
Key Responsibilities:
• Process financial partner requests using Salesforce
• Ensure compliance with tax deductions and CRA regulations
• Analyze and manage Registered Retirement Plans
• Facilitate withdrawals of retirement funds accurately
• Support operational tasks within internal teams
Requirements:
• 2–4 years’ experience in a banking/finance role
• Expertise in Microsoft 365 tools, includi...
This contract position spans 9 months, where you'll work closely with financial partners through Salesforce. Ideal candidates will have 2-4 years in banking or finance, demonstrating a thorough understanding of Registered Retirement Plans and compliance adherence with CRA guidelines. You will handle withdrawals and ensure precision in processing customer requests.
Key Responsibilities:
• Process financial partner requests using Salesforce
• Ensure compliance with tax deductions and CRA regulations
• Analyze and manage Registered Retirement Plans
• Facilitate withdrawals of retirement funds accurately
• Support operational tasks within internal teams
Requirements:
• 2–4 years’ experience in a banking/finance role
• Expertise in Microsoft 365 tools, includi...