RRIF Associate at Raymond James Ltd
Job Description & How to Apply Below
Elevate your career as a Registered Plans Associate at Raymond James Ltd., focusing on RRIF administration and client support. Ensure compliance and enhance client experiences in a dynamic environment.
In this critical role, you'll manage RRIF accounts, processing withdrawals and ensuring adherence to regulatory standards. Your expertise will support advisors and clients during their retirement income phase, contributing to operational efficiency and the overall client experience. This role demands a high level of accuracy and attention to detail when handling transactions and regulatory compliance.
Key Responsibilities:
• Administer RRIF accounts and manage withdrawals
• Process RRSP-to-RRIF conversions and related changes
• Ensure compliance with CRA regulations on withdrawals
• Support year-end processing and reconciliations
• Participate in audits and regulatory reviews
Requirements:
• Minimum 3 years’ experience in financial services
• Strong knowledge of RRIF and compliance rules
• Proficient in Microsoft Office applications
• Excellent customer service and organizational skills
• Familiarity with Dataphile is a plus
Join Raymond James Ltd. and make a meaningful impact through your expertise in retirement planning.
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Position Requirements
10+ Years
work experience
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