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The Opportunity:We are looking to fill an opening for a Bilingual Registered Plans Administrator to join our Operations Team.
Reporting to the Supervisor, Registered Plans the Bilingual Registered Plans Administrator is responsible for the processing of requests for registered plan products within the CIRO (formerly IIROC and MFDA) platforms.
- We Care
- Youdo the right thing for clients,partners and colleagues. Youbuild trusted relationships,champion service excellence, and contribute to a culture where people feel valued and supported - We Dare
-You challenge the status quo with bold ideasand fresh perspectives. You embrace change, seek opportunities toinnovateand are comfortable exploring new ways of working - We Share
- You collaborate openlyand build meaningful relationships. Youseek out diverse perspectives, share yourknowledgeand work together to help colleagues,clients and partners succeed - We Deliver
- Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.
You hold yourself accountable and continuously look for ways to improve
- The administration of registered plan products and processing of requests such as de-registration, un-locking, specialized withdrawals, etc.
- Ensure that registrations, contributions, and withdrawals meet the regulatory deadlines for RESPs, RSPs, TFSAs, RIF accounts, FHSA, etc.
- Investigate, respond, and resolve all registered plan related inquiries within SLA deadlines, escalating any issues that require management review and intervention
- Completion of CIRO Registered Plan audits within internal and regulatory deadlines
- Working closely with Tax, Estates, Transfers, New Accounts and Client Account Maintenance for any updates required to registered plans
- Actively participate in Registered Plan Committee Meetings to ensure that trustee and regulatory changes are implemented into procedures and manuals, ensuring they are updated and current
- Remain current on CRA, RQ, ESDC and trustee regulations through the review of legislation, press releases, and industry information bulletins
Your experience and skills:
- Post-secondary education and/or equivalent experience
- Minimum of 2-3 years of experience in the financial industry, preferably in Operations or Registered Plans
- Excellent communication skills Oops, let's correct that. It seems the assistant output broke in the middle. Here's the corrected and final JSON:
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