Registered Plans Administrator
Aviso Wealth
full-time
Posted on:
Location Type: Remote
Location: Canada
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Salary
💰 CA$46,000 - CA$55,000 per year
About the role
- Administer registered plans and process requests such as plan terminations, de-registrations, special withdrawals, etc.
- Ensure enrollments, contributions and withdrawals comply with the regulatory deadlines specific to RESP, RRSP, TFSA, RRIF, FHSA (CELIAPP), etc.
- Review, process and resolve 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 the OCRI within internal and regulatory deadlines.
- Work closely with the tax, estates, transfers, new accounts and client account management teams on any updates required for registered plans.
- Actively participate in registered plan committee meetings so fiduciary and regulatory changes are implemented in procedures and manuals, which must be kept up to date.
- Monitor developments in CRA, Revenu Québec, Employment and Social Development Canada (ESDC) and trustee regulation by consulting legislation, press releases and relevant industry bulletins.
Requirements
- Postsecondary education and/or equivalent experience
- Minimum 2–3 years of experience in the financial sector, preferably in registered plans or operations
- Excellent communication skills
- Able to work independently and as part of a team
- Excellent organization and time-management skills with strong attention to detail
- Proactive problem-solving abilities and strong analytical skills
- Exceptional customer service orientation
- High attention to detail and accuracy, with a focus on quality assurance
- Ability to work under pressure and meet deadlines
- Strong knowledge of Microsoft Office (Outlook, Excel, Word)
Benefits
- A competitive compensation program that rewards and recognizes individual contributions.
- Comprehensive health and dental benefits and leading-level insurance to meet our employees’ diverse needs.
- Generous vacation, health and fitness benefits, and supplementary parental leave options.
- Additional employer contributions to our retirement program.
- A commitment to continuous improvement of our staff through learning and development 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 & Tools
registered plans administrationplan terminationsde-registrationsspecial withdrawalscompliance with regulatory deadlinesregistered plan auditsquality assuranceanalytical skillsproblem-solving
Soft Skills
communication skillsteamworkorganization skillstime-management skillsattention to detailcustomer service orientationability to work under pressure