Registered Plans Administrator
Aviso Wealth
full-time
Posted on:
Location Type: Hybrid
Location: Montreal • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$46,000 - CA$55,000 per year
Job Level
Mid-LevelSenior
About the role
- Administer registered plans and process requests such as deregistrations, plan terminations, specialized withdrawals, etc.
- Ensure contributions, registrations and withdrawals comply with the regulatory timeframes applicable to RESP, RRSP, TFSA, RRIF, FHSA, etc.
- Review, process and settle all registered plan requests within the timelines set by service level agreements and escalate any issues requiring management review and intervention
- Conduct registered plan audits with the OCRI within internal and regulatory deadlines
- Work closely with tax, estates, transfers, new accounts and client account management teams on any updates required for registered plans
- Actively participate in registered plan committee meetings to ensure fiduciary and regulatory changes are reflected in procedures and manuals, which must be kept up to date
- Monitor regulatory developments from the CRA, Revenu Québec, Employment and Social Development Canada and trustee regulations by consulting legislation, press releases and relevant industry bulletins
Requirements
- Post-secondary education and/or equivalent experience
- Minimum 2–3 years of experience in the financial sector, preferably in registered plans or operations
- Excellent communication skills
- Ability to work independently and as part of a team
- Strong organizational and time management skills and a keen attention to detail
- Proactive problem-solving ability and strong analytical skills
- Exceptional focus on customer service
- High attention to detail and accuracy, with a quality assurance mindset
- Ability to work under pressure and meet deadlines
- Solid knowledge of Microsoft Office (Outlook, Excel, Word)
Benefits
- A competitive compensation program that recognizes and rewards individual contributions
- Leading health and dental benefits to meet the diverse needs of our employees
- Generous vacation, health and wellness benefits, and supplemental parental leave options
- Employer contributions to our retirement program
- Commitment to continuous staff development through learning and development opportunities and a training support program
- Regularly organized social events to promote team building
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
registered plans administrationcompliance with regulatory timeframesregistered plan auditsproblem-solvinganalytical skillscustomer servicequality assurance
Soft skills
communication skillsorganizational skillstime managementattention to detailability to work independentlyteam collaborationability to work under pressure