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, 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, HRSDC and trustee regulations through the review of legislation, press releases, and industry information bulletins

Post-secondary education
Financial industry experience, preferably in Operations or Registered Plans
Experience with Dataphile is an asset
Fluent communication skills in English are required and bilingual skills in French are an asset
Ability to work independently and in a team environment
Excellent time management and organizational skills
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

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

Registered Plans Administrator

Key skills