Opportunity Description
Apply your financial expertise with Dexian as a Retirement Funds Specialist in Ottawa on a hybrid basis for a 9-month contract. Manage registered plans and ensure regulatory compliance seamlessly.
This role focuses on processing retirement fund requests received via Salesforce while adhering to Canadian regulations. You’ll work collaboratively with internal teams, bringing your banking experience and compliance knowledge to the forefront. If you possess strong accuracy and attention to detail, this opportunity allows you to enhance your skills in a supportive environment.
Key Responsibilities:
• Handle requests from financial partners using Salesforce
• Administer Registered Retirement Plans per CRA regulations
• Guarantee compliance with applicable tax deductions
• Process retirement fund withdrawals in a timely manner
• Work with internal partners to achieve operational success
Requirements:
• 2-4 years of relevant banking or finance experience
• Familia...
This role focuses on processing retirement fund requests received via Salesforce while adhering to Canadian regulations. You’ll work collaboratively with internal teams, bringing your banking experience and compliance knowledge to the forefront. If you possess strong accuracy and attention to detail, this opportunity allows you to enhance your skills in a supportive environment.
Key Responsibilities:
• Handle requests from financial partners using Salesforce
• Administer Registered Retirement Plans per CRA regulations
• Guarantee compliance with applicable tax deductions
• Process retirement fund withdrawals in a timely manner
• Work with internal partners to achieve operational success
Requirements:
• 2-4 years of relevant banking or finance experience
• Familia...
Interested in this opportunity? Apply now through Expertini.
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