Discover your potential as an Administrator for Registered Plans at Questrade, where your work life balances with hybrid flexibility. Support clients with registered savings accounts while delivering outstanding service.

As a vital member of the QFG team, your role entails administering client requests for various registered financial products, ensuring adherence to regulatory requirements, and enhancing the customer experience. You will tackle documentation, accountability, and collaboration across departments.

Key Responsibilities: • Validate RESP documents for accurate account setup • Handle requests for RRSPs, TFSAs, and more effectively • Generate and ensure accurate reporting of tax slips • Address client queries by providing exceptional service • Commit to meeting timelines as per Registered Plans SLA

Requirements: • Graduate in administration or finance is advantageous • At least 1 year brokerage or customer service experience • Familiarity with G-Suite and Google Sheets • High attention to detail and organizational skills • Interest in ongoing career development

Utilize your skills in Questrade and contribute significantly to the registered plans administration.

📌 Administrator for Registered Plans at Questrade (Winnipeg)
🏢 Clear Destination
📍 Winnipeg