Opportunity Description
Become a Retirement Funds Processing Specialist with Dexian in Ottawa, ON, offering a hybrid work setup. Manage retirement plans while ensuring strict compliance with regulations and timelines.
This 9-month contract role emphasizes collaboration with financial partners through Salesforce. You'll have 2-4 years of financial institution experience, focusing on Registered Retirement Plans and compliance with Canada Revenue Agency guidelines. Accuracy and timely processing of withdrawals are central to this position, requiring effective prioritization and a strong attention to detail.
Key Responsibilities:
• Receive requests from financial partners through Salesforce
• Manage Registered Retirement Plans following CRA guidelines
• Ensure compliance with regulations and tax deductions
• Process withdrawals related to retirement funds
• Collaborate with internal teams for operational support
Requirements:
• 2–4 years in a banking or financial institution
• Profic...
This 9-month contract role emphasizes collaboration with financial partners through Salesforce. You'll have 2-4 years of financial institution experience, focusing on Registered Retirement Plans and compliance with Canada Revenue Agency guidelines. Accuracy and timely processing of withdrawals are central to this position, requiring effective prioritization and a strong attention to detail.
Key Responsibilities:
• Receive requests from financial partners through Salesforce
• Manage Registered Retirement Plans following CRA guidelines
• Ensure compliance with regulations and tax deductions
• Process withdrawals related to retirement funds
• Collaborate with internal teams for operational support
Requirements:
• 2–4 years in a banking or financial institution
• Profic...
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