Job Description & How to Apply Below
As a contract Account Administrator, you’ll play a crucial part in managing clients' retirement and savings plans. You'll be part of a collaborative team, working within a dynamic, high-volume environment that prioritizes precision. Your experience will deepen as you support operations, tax, and administration within the financial services sector.
Key Responsibilities:
• Process daily contributions, withdrawals, and transfers for registered plans
• Ensure compliance with RRSP to RRIF rollover regulations
• Monitor and resolve Low Units and NSF reports
• Maintain accurate client account records and support investment selections
• Manage high-volume inbox requests for timely resolutions
Requirements:
• 2+ years of experience with Canadian registered investment products
• Completion of post-secondary education
• Strong knowledge of CRA rules for registered plans
• Proficiency in Microsoft Office, especially Excel
• Excellent communication and organizational skills
Bring your financial knowledge and administrative skills to support client goals in this vital role.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×