Join as a Registered Plans Administrator to handle complex product requests efficiently. Manage responsibilities from withdrawals to compliance, ensuring regulatory standards are met.
Reporting to the Supervisor, Registered Plans, this role requires keen attention to detail and organizational skills. You will process requests for various registered plans including TFSAs and RIF accounts while ensuring compliance with CRA regulations. Regular participation in planning meetings and collaboration with other teams is essential for success.
Key Responsibilities:
• Process registered plan requests like de-registration and withdrawals
• Ensure adherence to regulatory deadlines across products
• Address inquiries related to registered plans
• Conduct audits following internal and regulatory standards
• Work with tax and client account teams on updates
Requirements:
• 2–3 years experience in finance, focusing on operations
• Relevant post-secondary education or equivalent experience
• Excellent time-management and problem-solving skills
• Proficient with Microsoft Office; knowledge of Dataphile preferred
• Ability to collaborate and work under pressure
Bring your customer service focus and detail-oriented skills to manage registered plans effectively.
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