Registered Accounts Specialist at CI Financial

Elevate your career as a Registered Accounts Specialist with CI Financial. Join a dynamic Wealth Operations team, focusing on account administration and client service.

As a Registered Accounts Specialist, you will report to the Supervisor and will be crucial in managing RESP administration, RRSP withdrawals, and various special processes. Your expertise in registered accounts will enhance client service while you utilize your knowledge of Microsoft Office, especially Excel, to streamline operations.

Key Responsibilities:

• Manage RESP account administration effectively

• Process RRSP withdrawals accurately

• Handle special processing for estates and more

• Set up and support recurring events (PAC, SWP)

• Conduct control account reconciliation

Requirements:

• Minimum 1 year registered accounts experience

• Post-secondary education required

• Intermediate Microsoft Office skills

• Excellent attention to detail and organizational skills

• Knowledge of client tax reporting preferred

Bring your expertise in registered accounts to CI Financial and support client success in a collaborative environment.
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