Join Aviso Wealth as a Bilingual Registered Plans Administrator and help shape the future of financial services in Canada. This role focuses on managing registered plan requests and ensuring top-notch client service. Reporting to the Supervisor, Registered Plans, you will handle de-registrations, withdrawals, and more while ensuring compliance with rigorous regulatory standards.

Your role will involve problem-solving and collaboration across teams to maintain accuracy in account management. Key Responsibilities:

- Administer registered plan requests like withdrawals and registrations
- Meet all regulatory deadlines for products
- Resolve inquiries and escalate issues as needed
- Conduct regular audits within regulatory timelines
- Collaborate on updates during committee meetings

Requirements:

- Minimum of 2-3 years' financial services experience
- Bilingual in French and English is strongly preferred
- Robust analytical and organizational skills
- Proficiency in Microsoft Office
- High attention to detail and customer focus

Support Aviso's commitment to client success while enhancing your skills and career path.

📌 Bilingual Administrator for Registered Plans (Montreal)
🏢 Aviso
📍 Montreal