Retirement Specialist

Job Title: Retirement Funds Processing Specialist

Location: Ottawa, ON (Hybrid)

Duration: 9 months contract (with possibility of extension/conversion)

Position Summary

The successful candidate will receive requests through Salesforce from financial partners, manage Registered Retirement Plans in accordance with CRA guidelines, ensure compliance with all applicable regulations and tax deductions, and process withdrawals related to retirement funds.

Typical Day-to-Day Responsibilities

• Receive requests through Salesforce from financial partners.
• Manage Registered Retirement Plans in accordance with CRA guidelines.
• Ensure compliance with all applicable regulations and tax deduction requirements.
• Process withdrawals related to retirement funds.
• Review and process requests accurately and within established timelines.
• Work closely with in...