Job Description
Become a Retirement Plans Specialist at Dexian, where you will manage requests through Salesforce and oversee Registered Retirement Plans compliance. This role demands strong accuracy and a keen eye for detail.
At Dexian, the successful candidate will handle financial partner requests and ensure regulations are met while processing retirement-related withdrawals. You will work with internal partners to support operational needs and maintain compliance with CRA guidelines. Your proficiency in MS 365 and prior experience in banking will be crucial in delivering results.
Key Responsibilities:
• Receive requests through Salesforce from financial partners
• Manage Registered Retirement Plans per CRA guidelines
• Ensure compliance with regulations and tax deductions
• Process withdrawals related to retirement funds accurately
• Collaborate with internal teams to meet operational needs
Requirements:
• 2–4 years in a banking or financial institution
• Proficient i...
At Dexian, the successful candidate will handle financial partner requests and ensure regulations are met while processing retirement-related withdrawals. You will work with internal partners to support operational needs and maintain compliance with CRA guidelines. Your proficiency in MS 365 and prior experience in banking will be crucial in delivering results.
Key Responsibilities:
• Receive requests through Salesforce from financial partners
• Manage Registered Retirement Plans per CRA guidelines
• Ensure compliance with regulations and tax deductions
• Process withdrawals related to retirement funds accurately
• Collaborate with internal teams to meet operational needs
Requirements:
• 2–4 years in a banking or financial institution
• Proficient i...