Join Dexian in Ottawa as a Retirement Funds Processing Specialist on a hybrid schedule for a 9-month contract. Manage retirement fund requests and ensure compliance with CRA regulations efficiently.
As a Retirement Funds Processing Specialist, you will interact with financial partners via Salesforce, overseeing Registered Retirement Plans and processing withdrawals. This role requires a blend of banking experience, attention to detail, and compliance expertise, offering you a chance to support operational needs effectively within an established timeline.
Key Responsibilities:
• Receive and manage requests through Salesforce from financial partners
• Administer Registered Retirement Plans in line with CRA guidelines
• Ensure compliance with regulations and tax deductions
• Process retirement fund withdrawals accurately
• Collaborate with internal partners for operational support
Requirements:
• 2-4 years experience in banking or financial institutions
• Pro...