Administer registered plans and process requests such as deregistrations, de-registrations, de-allocations, specialized withdrawals, etc.
Ensure that enrollments, contributions and withdrawals meet the regulatory deadlines specific to RESP (REEE), RRSP (REER), TFSA (CELI), RRIF (FRR), FHSA (CELIAPP), etc.
Review, process and settle all registered plan requests within the timeframes prescribed by service level agreements and escalate any issues that require management review and intervention.
Conduct registered plan audits with OCRI within internal and regulatory deadlines.
Work closely with the tax, estates, transfers, new accounts and account management teams to implement any necessary registered plan updates.
Actively participate in registered plan committee meetings to ensure fiduciary and regulatory changes are applied in procedures and manuals and kept up to date.
Monitor regulatory developments at the CRA, Revenu Québec, Employment and Social Development Canada and trustee regulations by consulting legislation, press releases and relevant industry bulletins.

Post-secondary education and/or equivalent experience
Minimum of 2–3 years of experience in the financial services industry, preferably in registered plans or operations
Excellent communication skills
Ability to work independently and as part of a team
Excellent organizational and time-management skills and strong attention to detail
Ability to proactively resolve problems and strong analytical skills
Exceptional client-service orientation
Strong focus on detail and accuracy, with an emphasis on quality assurance
Ability to work under pressure and meet deadlines
Solid knowledge of Microsoft Office (Outlook, Excel, Word)

A competitive compensation program that rewards and recognizes individual contributions
Comprehensive health, dental and best-in-class insurance to meet the diverse needs of our employees
Generous vacation time, health and fitness benefits, and additional parental leave options
Additional employer contributions to our retirement program
A commitment to continuous employee development through learning and development initiatives and a training support program
Regularly organized social events to promote teamwork

Administrator, Registered Plans

Key skills