Bilingual Transfers Administrator processing daily financial transfers requests at Aviso Wealth. Collaborating with the Transfers team and ensuring service level agreements are met.
About the role
- Registered Plans Administrator managing requests for registered plan products within CIRO platforms at Aviso Wealth. Collaborating with multiple teams to ensure compliance with regulatory deadlines and audits.
Responsibilities
- 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
- 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 communications in English are required and bilingual skills in French are an asset
- Ability to work EST standard hours
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
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