Dexian Retirement Specialist Position Laurentides
Dexian
Join Dexian as a Retirement Specialist, focusing on managing Registered Retirement Plans and compliance with CRA regulations. Utilize Salesforce to streamline requests and ensure productive processing.
As a Retirement Specialist at Dexian, your responsibilities will include reviewing partner requests, processing withdrawals, and ensuring adherence to tax deduction requirements. You will need solid attention to detail and excellent collaboration skills to fulfill operational demands. Experience in banking and proficiency in MS365 will enhance your effectiveness in this role.
Key Responsibilities
- Handle requests via Salesforce from financial partners
- Manage Registered Retirement Plans with CRA compliance
- Process retirement fund withdrawals efficiently
- Maintain accuracy in all requests reviewed
- Support internal operational requirements through collaboration
Requirements
- 2–4 years of experience in banking or finance
- Proficiency in MS365, particularly Excel
- Solid background in compliance regulations
- Robust attention to detail and prioritization skills
- Salesforce experience is an asset
Bring your financial acumen and teamwork skills to Dexian as a Retirement Specialist.
#J-18808-LjbffrVacancy posted 2 hours ago
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