Registered Plans Administrator,Temporary Job Toronto area,Ontario Canada,Finance & Banking

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

The Opportunity:

We are looking to fill an opening for a Registered Plans Administrator to join our Operations Team for 6 months.

Reporting to the Supervisor, Registered Plans the Registered Plans Administrator is responsible for the processing of requests for registered plan products within the CIRO (formerly IIROC and MFDA) platforms.

As one
aviso:

We Care – You do the right thing for clients, partners and colleagues. You build 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 ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working

We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed

We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

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

Requirements

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

Ability to work independently and in a team environment

Excellent time management, organizational skills and attention to detail

Pro-active problem-solving abilities with strong analytical skills

Outstanding customer service focus

Extremely detail oriented and accurate with a focus on quality assurance

Ability to work well under pressure and meet tight deadlines

Strong knowledge of Microsoft Office (Outlook, Excel, Word)

Knowledge and experience of Dataphile is an asset

Fluent communication skills in English are required and bilingual skills in French are an asset

Ability to work EST standard hours

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

Competitive compensation package that rewards and recognizes individual contributions

Excellent health,…

Registered Plans Administrator, Temporary