Job Description
Step into a pivotal role as a Registered Retirement Plans Specialist with Dexian, managing key financial operations while ensuring compliance with CRA guidelines. Your attention to detail is vital in processing requests.
In this role, you will receive and process requests through Salesforce and manage Registered Retirement Plans, adhering to applicable regulations and tax requirements. Collaboration with internal partners is essential, and your banking experience will support your success in this position. Proficiency in MS 365 and a compliance-focused approach are crucial.
Key Responsibilities:
• Receive requests through Salesforce efficiently
• Manage Registered Retirement Plans according to regulations
• Process withdrawals related to retirement funds
• Review requests to maintain high accuracy
• Work with internal partners to fulfill operational tasks
Requirements:
• 2–4 years of experience within banking or finance
• Knowledge of MS 365, particularly ...
In this role, you will receive and process requests through Salesforce and manage Registered Retirement Plans, adhering to applicable regulations and tax requirements. Collaboration with internal partners is essential, and your banking experience will support your success in this position. Proficiency in MS 365 and a compliance-focused approach are crucial.
Key Responsibilities:
• Receive requests through Salesforce efficiently
• Manage Registered Retirement Plans according to regulations
• Process withdrawals related to retirement funds
• Review requests to maintain high accuracy
• Work with internal partners to fulfill operational tasks
Requirements:
• 2–4 years of experience within banking or finance
• Knowledge of MS 365, particularly ...
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