Take the next step in your career with Aviso Wealth as a Registered Plans Administrator for 6 months. The role focuses on the detailed management of registered plan products within compliance frameworks.
In this position, you will process requests related to various registered plans including RSPs and TFSAs. You are expected to consistently meet regulatory deadlines while providing excellent service to clients. This role is integral to the Operations Team, ensuring that processes align with Aviso's commitment to trusted financial management.
Key Responsibilities:
• Manage processing of registered plan transactions
• Confirm compliance with deadlines for contributions and withdrawals
• Resolve inquiries related to registered plans
• Perform required CIRO audits accurately
• Participate in committee meetings for plan updates
Requirements:
• Relevant post-secondary education or experience
• 2-3 years of operations experience in finance
• Robust attention to detail and organizational ability
• Proficient in Microsoft Office and possibly Dataphile
• Fluency in English required, French an asset
Bring your expertise in financial operations to Aviso Wealth and enhance your professional journey.
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