Central 1

Administration

• Provide primary and backup administration support for RDSPs, RESPs, TFSAs, RRSPs, FHSAs, and RRIFs.
• Process daily transactions, including deposits, withdrawals, transfers, contributions, rollovers, and maturities.
• Ensure all data from credit unions and agents is accurate, complete, and compliant with legislation.
• Manage monthly electronic files for Employment and Social Development Canada (ESDC) and remit incentive funds to credit unions and agents.
• Assist members, credit unions, and agents with questions regarding federal and provincial grants, bonds, or other incentives.
• Deliver training and guidance on registered products to credit union/agent staff, in person or remotely.
• Support back-office functions, including account reconciliations, estate-related inquiries, tax-season activities, statements, audits, and system testing.
• Maintain accurate member and client records, including closed accounts, returned mail, and secure electronic storage.

Registered Plans Administrator