Join Aviso Wealth as a Plans Administrator for a 6-month period, focusing on administration and compliance of registered plans. Drive excellence in serving Canadian clients and ensuring product accuracy.

This role within the Operations Team requires strong communication and problem-solving skills in overseeing administrative tasks related to RESP, TFSA, and RSP accounts. Engage with various teams to facilitate operations while meeting CIRO and regulatory standards. Your proactive approach will enhance the delivery of financial services that improve client outcomes.

Key Responsibilities:
• Process registered plan requests and withdrawals
• Ensure adherence to compliance deadlines
• Address and resolve client inquiries




• Conduct internal audits on registered plans
• Collaborate with internal teams for updates

Requirements:
• Minimum 2-3 years in a financial operations role
• Excellent time management and organizational skills
• Outstanding customer service orientation
• Solid knowledge of Microsoft Office applications
• Ability to work EST hours and handle pressure

Utilize your skills at Aviso Wealth to foster a culture of innovation in registered plans management.
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📌 Aviso Wealth Plans Administrator Role (Ontario)
🏢 Aviso
📍 Ontario