Wealth Operations Registered Accounts Specialist

Become a Registered Accounts Specialist with CI Financial and play a pivotal role in our Wealth Operations. This position involves detailed account management and supporting client needs.

In this role, you'll report to the Supervisor and be responsible for managing RESP accounts, executing RRSP withdrawals, and performing various administrative duties. Your knowledge of registered accounts and exceptional organizational skills will provide seamless support to our clients while adhering to in-office work protocols.

Key Responsibilities:

• Manage and administer RESP account functions

• Process RRSP withdrawals with precision

• Support special processing for unique situations

• Set up and maintain recurring support events

• Ensure control account reconciliation accuracy

Requirements:

• Minimum 1 year of experience with registered accounts

• Post-secondary education is necessary

• Intermediate Excel skills required

• Strong attention to detail and problem-solving abilities

• Knowledge of client tax reporting advantageous

Contribute to client satisfaction and operational excellence as a Registered Accounts Specialist at CI Financial.