Bilingual Registered Plans Administrator

Role Overview

• The administration of registered plan products and processing of requests such as de-registration, un-locking, specialized withdrawals, etc.
• Ensure that registrations, contributions, and withdrawals meet the regulatory deadlines for RESPs, RSPs, TFSAs, RIF accounts, FHSA, etc.
• Investigate, respond, and resolve all registered plan related inquiries within SLA deadlines, escalating any issues that require management review and intervention
• Completion of CIRO Registered Plan audits within internal and regulatory deadlines
• Working closely with Tax, Estates, Transfers, New Accounts and Client Account Maintenance for any updates required to registered plans
• Actively participate in Registered Plan Committee Meetings to ensure that trustee and regulatory changes are implemented into procedures and manuals, ensuring they are updated and current
• Remain current on CRA, RQ, ESDC and trustee regulations through the review of legislation, press releases, and industry information bulletins

Requirements

• Post-secondary education and/or equivalent experience
• Minimum of 2-3 years of experience in the financial industry, preferably 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)
• Knowledge and experience of Dataphile is an asset
• This role is required to conduct business in French. Bilingual in English is an asset and is strongly preferred.
• Ability to work EST standard hours

Benefits

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork