Account Administrator in Financial Services

Join a collaborative team as an Account Administrator focused on financial services in Markham, Ontario. This hybrid role demands a detail-oriented professional who excels in registered investment administration.

As an Account Administrator, you will directly influence client financial well-being by overseeing their retirement and savings plans. This position involves working alongside various teams, ensuring compliance within a fast-paced, high-volume environment. You will gain valuable experience and expand your skill set in financial administration.

Key Responsibilities:

• Administer daily transactions for registered investment products

• Ensure compliance during RRSP to RRIF rollovers

• Monitor payment issues through Low Units and NSF reports

• Maintain investment records and assist in selections

• Address time-sensitive inbox requests efficiently

Requirements:

• 2 years of experience in Canadian registered investment products

• Required post-secondary education completion

• Knowledge of CRA rules for retirement plans

• Strong Excel skills for reporting and analysis

• Excellent organizational and communication skills

Bring your detail-oriented mindset to enhance client experiences in this vital Account Administrator role within financial services.
#J-18808-Ljbffr