Found Description
Join Dexian as a Retirement Funds Processing Specialist in Ottawa, ON (Hybrid) for a 9-month contract. Leverage your financial background to manage retirement plans and process fund withdrawals.
In this pivotal role, you will handle requests from financial partners via Salesforce and ensure compliance with CRA guidelines. With a focus on accuracy, you will process withdrawals and work closely with internal teams to meet operational needs. Your expertise in banking and financial institutions will be essential for success.
Key Responsibilities:
• Receive and process requests through Salesforce from partners
• Manage Registered Retirement Plans according to CRA guidelines
• Ensure compliance with regulations and tax deductions
• Process withdrawals efficiently related to retirement funds
• Collaborate with internal partners for operational support
Requirements:
• 2–4 years of experience in banking or financial institutions
• Proficiency in MS 365 (Excel, Word...
In this pivotal role, you will handle requests from financial partners via Salesforce and ensure compliance with CRA guidelines. With a focus on accuracy, you will process withdrawals and work closely with internal teams to meet operational needs. Your expertise in banking and financial institutions will be essential for success.
Key Responsibilities:
• Receive and process requests through Salesforce from partners
• Manage Registered Retirement Plans according to CRA guidelines
• Ensure compliance with regulations and tax deductions
• Process withdrawals efficiently related to retirement funds
• Collaborate with internal partners for operational support
Requirements:
• 2–4 years of experience in banking or financial institutions
• Proficiency in MS 365 (Excel, Word...
Ready to Apply?
Submit your application for Retirement Funds Processing Specialist Ottawa at Dexian
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