Raymond James RRIF Processing Specialist

Transform your career at Raymond James Ltd. as a Registered Plans Associate, focusing on RRIF processing and client interactions. Deliver exceptional service through compliance and efficient administration.

You will be responsible for managing RRIF accounts, ensuring timely processing of withdrawals, and adhering to CRA guidelines. Partner closely with internal teams and advisors to enhance service delivery and resolve complex issues effectively. This role demands your commitment to delivering accurate results in a fast-paced environment.

Key Responsibilities:

• Manage RRIF accounts with precise withdrawal processing

• Ensure compliance with minimum annual payment rules

• Handle RRSP-to-RRIF conversions efficiently

• Investigate and resolve advisor queries collaboratively

• Participate in audits and year-end reconciliations

Requirements:

• Minimum 3 years’ experience in financial services operations

• In-depth knowledge of RRIF rules and tax obligations

• Strong organizational and prioritization capabilities

• Excellent communication and relationship management skills

• Experience with Dataphile is beneficial

Leverage your expertise in retirement planning by joining Raymond James Ltd. and making impactful contributions to client satisfaction.
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