Registered Plans Administrator II

2 days ago

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Aviso Wealth

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Better wealth management for Canadians. Our brands include @NEIInvestments & @QtradeInvest. Disclosures: bit.ly/3hcRzPK

501 - 1000

Description

• The administration of registered plan products and processing of requests such as de-registration, un-locking, specialized withdrawals, etc. • Investigating, addressing, and reporting on any escalated issues related to registered plans, reviewing accounts to ensure that required documents are in order • Completion of MFDA and IIROC 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 • Monitor CRA, RQ, MFDA, IIROC and trustee websites regularly for registered plan changes and update manuals accordingly. • Ensure that training materials are current and provide training to new and junior team members • Pro-actively make recommendations for improvement of departmental processes and procedures

Requirements

• Post-secondary education • Minimum of 2-3 years of experience in Registered Plans Products • Industry knowledge of MFDA, IIROC, CRA and RQ rules and regulations preferred • Experience with Dataphile is an asset • Excellent communication and interpersonal skills • Fluent communication skills in English are required and bilingual skills in French are an asset • Ability to work standard EST hours required • Ability to work independently and in a team environment • Pro-active in problem solving and presenting recommendations • Extremely detail oriented and accurate with a focus on quality assurance • Ability to work well under pressure and meet time deadlines • Experienced in Excel, Word, Outlook and Adobe Acrobat

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