Account Administrator

Location

Markham, ON (Hybrid, 2 days on-site per week)

Strong written and spoken English required

Contract, ASAP start to end of October

Criminal, credit, employment verification and education background check required

$25-$27/hour.

This is an exciting opportunity for a detail-oriented financial services professional to join a fast-paced, collaborative team supporting registered investment products. In this role, you will play a key part in ensuring clients’ retirement and savings plans are administered accurately, directly impacting their financial well‑being and long‑term goals.

You will work alongside experienced teams across operations, tax, and administration, supporting a high-volume environment where precision and accountability are essential. This role sits within the financial services sector and offers exposure to a broad range of registered plans, making it an excellent prospect to deepen your expertise and contribute to meaningful client outcomes.

Gain hands‑on experience across a variety of registered products in a supportive and structured environment. This team values accuracy, collaboration, and continuous learning, offering exposure to complex processes and opportunities to strengthen your technical expertise. It is an ideal role for someone who enjoys problem‑solving and thrives in a dynamic, deadline-driven setting.

• Process daily contributions, withdrawals, and transfers across registered plans including RRSP, RRIF, TFSA, LIF, LIRA, RPP, and FHSA
• Manage rollovers such as RRSP to RRIF conversions, ensuring compliance with regulatory requirements
• Monitor and resolve Low Units and NSF reports to prevent or correct payment issues
• Support investment selection processes and maintain accurate client account records
• Manage high-volume inbox requests, prioritizing urgent and time‑sensitive items
• Perform reporting, reconciliation, and documentation to ensure data accuracy and audit readiness

• 2+ years of experience administering Canadian registered investment products; completion of Post‑Secondary education is required
• Strong knowledge of CRA rules related to RRSP, RRIF, TFSA, LIF, LIRA, RPP, and FHSA
• Proficiency in Microsoft Office, with strong Excel skills for reporting and analysis
• Experience with systems such as Dataphile or similar platforms is an asset
• High attention to detail with strong organizational and time‑management skills
• Excellent communication skills with the ability to support both clients and internal stakeholders