Found Description
Join Dexian as a Registered Retirement Plans Specialist in Ottawa, ON, with a hybrid working model. Your role focuses on processing retirement fund withdrawals while adhering to CRA regulations.
This 9-month contract involves managing requests through Salesforce from financial partners. Candidates should have 2-4 years of experience in banking or financial institutions, with a keen understanding of compliance regulations. You'll need to review requests accurately and support internal operational needs to ensure timely execution.
Key Responsibilities:
• Manage requests from financial partners via Salesforce
• Attention to compliance with CRA Registered Retirement Plans
• Process retirement fund withdrawals efficiently
• Collaborate with teams on operational requirements
• Review requests within defined timelines
Requirements:
• 2–4 years of experience in finance or banking
• Proficiency in MS 365 applications like Excel
• Strong focus on compliance stand...
This 9-month contract involves managing requests through Salesforce from financial partners. Candidates should have 2-4 years of experience in banking or financial institutions, with a keen understanding of compliance regulations. You'll need to review requests accurately and support internal operational needs to ensure timely execution.
Key Responsibilities:
• Manage requests from financial partners via Salesforce
• Attention to compliance with CRA Registered Retirement Plans
• Process retirement fund withdrawals efficiently
• Collaborate with teams on operational requirements
• Review requests within defined timelines
Requirements:
• 2–4 years of experience in finance or banking
• Proficiency in MS 365 applications like Excel
• Strong focus on compliance stand...
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