Hybrid Retirement Funds Specialist

Take on a pivotal role at Dexian as a Hybrid Retirement Funds Processing Specialist in Ottawa. This 9-month contract requires managing retirement plans and processing withdrawals effectively.

In this role, you will receive requests through Salesforce and ensure all processes follow CRA guidelines and compliance regulations. Your expertise will contribute to accurate withdrawals and operational support, making you an integral part of our financial team.

Key Responsibilities:

• Process retirement fund requests from financial partners via Salesforce

• Manage Registered Retirement Plans according to CRA standards

• Ensure compliance with all relevant regulations

• Accurately process withdrawals related to retirement funds

• Work closely with internal partners to facilitate operations

Requirements:

• 2–4 years of banking or financial institution experience

• Proficiency in MS 365, focusing on Excel and Word

• Strong compliance knowledge and background

• Detail-oriented with exceptional accuracy skills

• Effective teamwork and collaboration abilities

Leverage your financial skills and knowledge to enhance retirement fund management at Dexian in Ottawa.
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