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Hybrid Retirement Funds Specialist at Dexian

Dexian

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
  • Familiarity with MS 365 applications, focusing on Excel and Outlook
  • Essential compliance background
  • High levels of accuracy and attention to detail
  • Capacity to adapt to new technologies and systems quickly
Elevate your career in retirement fund management with Dexian while supporting clients in Ottawa. #J-18808-Ljbffr

Vacancy posted 8 days ago
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