Company dedicated to training individuals for careers in accounting and finance. Offering AAT certification and guaranteed remote work experience for motivated candidates.
About the role
- Registered Plans Administrator administering registered plans at Aviso Wealth in Montreal. Focus on client service and collaborating with operations team for regulatory compliance.
Responsibilities
- Administer registered plans and process requests such as deregistrations, plan terminations, specialized withdrawals, etc.
- Ensure contributions, registrations and withdrawals comply with the regulatory timeframes applicable to RESP, RRSP, TFSA, RRIF, FHSA, etc.
- Review, process and settle all registered plan requests within the timelines set by service level agreements and escalate any issues requiring management review and intervention
- Conduct registered plan audits with the OCRI within internal and regulatory deadlines
- Work closely with tax, estates, transfers, new accounts and client account management teams on any updates required for registered plans
- Actively participate in registered plan committee meetings to ensure fiduciary and regulatory changes are reflected in procedures and manuals, which must be kept up to date
- Monitor regulatory developments from the CRA, Revenu Québec, Employment and Social Development Canada and trustee regulations by consulting legislation, press releases and relevant industry bulletins
Requirements
- Post-secondary education and/or equivalent experience
- Minimum 2–3 years of experience in the financial sector, preferably in registered plans or operations
- Excellent communication skills
- Ability to work independently and as part of a team
- Strong organizational and time management skills and a keen attention to detail
- Proactive problem-solving ability and strong analytical skills
- Exceptional focus on customer service
- High attention to detail and accuracy, with a quality assurance mindset
- Ability to work under pressure and meet deadlines
- Solid knowledge of Microsoft Office (Outlook, Excel, Word)
Benefits
- A competitive compensation program that recognizes and rewards individual contributions
- Leading health and dental benefits to meet the diverse needs of our employees
- Generous vacation, health and wellness benefits, and supplemental parental leave options
- Employer contributions to our retirement program
- Commitment to continuous staff development through learning and development opportunities and a training support program
- Regularly organized social events to promote team building
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
AAT traineeship program in accounting offered by e - Careers. No prior experience needed, remote training, and guaranteed work experience.
Accounts Administrator role at e - Careers, leading towards AAT qualification and guaranteed remote work experience. Seeking motivated individuals willing to undergo training in accounting.
SharePoint Administrator providing technical support for SharePoint environment at Atos, a leader in digital transformation. Responsible for resolving customer complaints and on - call support as required.
Labour Administrator supporting vetting activities and onboarding at Sizewell C project. Engaging with applicants and maintaining records to support labour coordination efforts.
Document Control Administrator managing project documentation at Bilfinger UK Hinkley Point C. Supporting control, maintenance, and archiving of project documentation.
Receptionist and Administrator welcoming customers and managing telephone communications at Bureau Veritas in Bangkok. Handling mail distribution, office supply management, and supporting office operations.
SharePoint Data & Information Management Administrator at Sword driving digital information management within organizations. Responsible for administering SharePoint and ensuring data governance and accessibility.
As Team Lead in Service Administration, oversee quality and processes in a legal tech environment. Engage with a team to enhance services and support legal professionals.
Senior Consultant managing equity plan administration and client relationships for Armanino. Leading system implementations and assisting in stock - based compensation reporting.