Administrator For Registered Plans At Questrade Toronto (Canada)

Administrator For Registered Plans At Questrade Toronto (Canada)

01 Oct
|
Clear Destination
|
Canada

01 Oct

Clear Destination

Canada

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 Toronto (Canada)
🏢 Clear Destination
📍 Canada

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