Become a part of Aviso Wealth as a Bilingual Registered Plans Administrator, dedicated to enhancing financial well-being across Canada. This role supports operations within a collaborative team in a dynamic workplace. As a Bilingual Registered Plans Administrator, you will report to the Supervisor and will be integral to the processing of various registered plan requests.
Ideal candidates will exhibit excellent communication and organizational skills while maintaining compliance with industry regulations and internal standards. Key Responsibilities:
- Process registered plan requests like withdrawals and deregistrations
- Ensure compliance with contributions and deadlines
- Address inquiries about registered plans proactively
- Conduct Registered Plan audits in a timely manner
- Participate actively in Registered Plan Committee Meetings
Requirements:
- Minimum 2-3 years in financial operations
- Relevant post-secondary education preferred
- Proactive problem-solving and strong analytical skills
- Exceptional customer service abilities
- Ability to work under pressure and meet deadlines
Bring your bilingual skills to Aviso Wealth and become a key player in registered plans administration!
📌 Join our Team as Bilingual Plans Admin (Montreal)
🏢 Aviso Wealth
📍 Montreal
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