Hybrid Account Administrator

Step into a vital role with a detail-oriented focus as an Account Administrator in Markham, ON. Support registered investment products in a hybrid capacity, ensuring accurate client retirement plans.

This contract position begins ASAP and extends until the end of October. You will collaborate with operations, tax, and administrative teams while navigating a high-volume financial services environment. Your expertise in registered plans will enhance client experiences and outcomes—this role provides invaluable exposure to financial processes.

Key Responsibilities:

• Process daily contributions and withdrawals across registered plans

• Manage rollovers, ensuring regulatory compliance

• Resolve low units and NSF reports to prevent payment issues

• Support investment selection and maintain accurate client records

• Handle high-volume inbox requests with urgency

Requirements:

• 2+ years administering Canadian registered investment products

• Strong knowledge of CRA rules for registered plans

• Proficient in Microsoft Office, especially Excel

• Experience with Dataphile or similar systems

• Excellent communication and organizational skills

Utilize your financial expertise and attention to detail as an Account Administrator, playing a crucial role in client satisfaction.
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