Registered Plans Administrator, Temporary
$46,000–$55,000 year
On-siteToronto, Ontario, Canada or Montréal, Quebec, Canada
Job Summary
Process requests for registered plan products within CIRO platforms, handling de-registrations, unlocks, and specialized withdrawals. Ensure registrations, contributions, and withdrawals meet regulatory deadlines for RESPs, RSPs, TFSAs, and FHSA. Investigate and resolve inquiries within SLA deadlines, escalating issues requiring management review. Complete CIRO audits and collaborate with Tax, Estates, and Client Account Maintenance teams. Actively participate in Registered Plan Committee Meetings to implement trustee and regulatory changes. Maintain current knowledge of CRA, RQ, and trustee regulations through legislative reviews. This six-month temporary role reports to the Supervisor, Registered Plans. Fluency in English is required; French is an asset.
Required Qualifications
- Post-secondary education
- Minimum of 2-3 years of experience in the financial industry
- Experience in Operations or Registered Plans
- Excellent communication skills
- Ability to work independently and in a team environment
- Excellent time management, organizational skills and attention to detail
- Pro-active problem-solving abilities with strong analytical skills
- Outstanding customer service focus
- Extremely detail oriented and accurate with a focus on quality assurance
- Ability to work well under pressure and meet tight deadlines
- Strong knowledge of Microsoft Office (Outlook, Excel, Word)
- Fluent communication skills in English
- Ability to work EST standard hours
Desired Qualifications
- Experience in Registered Plans
- Knowledge and experience of Dataphile
- Bilingual skills in French
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