Job Description & How to Apply Below
In this contract position, starting ASAP through the end of October, you’ll administer clients' retirement and savings plans accurately while working in a collaborative hybrid setting. You’ll join a team that values precision in processing contributions, withdrawals, and transfers of various registered accounts, positively impacting clients’ financial well-being.
Key Responsibilities:
• Process daily contributions and transfers across registered plans
• Manage RRSP to RRIF conversions ensuring compliance
• Monitor and resolve Low Units and NSF reports
• Support investment selection and maintain account records
• Handle high-volume inbox requests effectively
Requirements:
• 2+ years administering Canadian registered investment products
• Strong knowledge of CRA rules for registered plans
• Proficiency in Microsoft Office with Excel expertise
• Experience with Dataphile or similar systems is an asset
• Excellent communication and organizational skills
Join a collaborative team and enhance your skills in a dynamic financial environment.
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