Bilingual Plans Administrator at Aviso Wealth (Montreal)

Bilingual Plans Administrator at Aviso Wealth (Montreal)

16 Sep
|
Aviso Wealth
|
Montreal

16 Sep

Aviso Wealth

Montreal

Advance your career at Aviso Wealth as a Bilingual Registered Plans Administrator, where you’ll manage vital registered plan processes to support clients and partners. This role highlights your bilingual capabilities in a thriving, community-focused environment. Reporting to the Supervisor of Registered Plans, you will play a crucial role in administrating registered plans, ensuring all requests are processed accurately and within regulatory requirements.

Your efforts will help maintain Aviso's leadership in the financial sector while fostering strong relationships within the team. Key Responsibilities:

- Administer and process requests for registered plans
- Monitor compliance with regulatory deadlines
- Investigate and resolve client inquiries regarding plans
- Facilitate completion of CIRO Registered Plan audits
- Collaborate across departments on plan updates

Requirements:

- 2-3 years of financial industry experience
- Solid knowledge of Microsoft Office
- Bilingual proficiency (French required)
- Effective time management and organizational skills
- Attention to detail and accuracy in all tasks

Utilize your skills in a meaningful way at Aviso Wealth, where customer service and operational excellence meet.

📌 Bilingual Plans Administrator at Aviso Wealth (Montreal)
🏢 Aviso Wealth
📍 Montreal

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