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About the role
- Registered Plans Administrator supporting the administration and compliance of various financial products at Central 1. Focused on customer service and training for credit union staff.
Responsibilities
- Provide primary and backup administration support for RDSPs, RESPs, TFSAs, RRSPs, FHSAs, and RRIFs.
- Process daily transactions, including deposits, withdrawals, transfers, contributions, rollovers, and maturities.
- Ensure all data from credit unions and agents is accurate, complete, and compliant with legislation.
- Manage monthly electronic files for Employment and Social Development Canada (ESDC) and remit incentive funds to credit unions and agents.
- Assist members, credit unions, and agents with questions regarding federal and provincial grants, bonds, or other incentives.
- Deliver training and guidance on registered products to credit union/agent staff, in person or remotely.
- Support back-office functions, including account reconciliations, estate-related inquiries, tax-season activities, statements, audits, and system testing.
- Maintain accurate member and client records, including closed accounts, returned mail, and secure electronic storage.
Requirements
- 2+ years post-secondary education in Finance, Business Administration, or equivalent combination of education and experience.
- 3–6 years of progressively responsible experience, preferably in registered plan administration.
- Completion of the Canadian Securities Course or Canadian Investment Funds Course is an asset.
- Strong knowledge of tax-deferred products (RRSP, RRIF, TFSA, LIRA, LRIF, RLIF, RLSP, RESP, FHSA, RDSP).
- Exceptional attention to detail, analytical skills, and ability to multitask in a fast-paced environment.
- Excellent communication and customer service skills.
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, SharePoint, Adobe).
- Understanding of federal and provincial pension legislation, estate and trust legislation, and regulatory reporting requirements.
Benefits
- Work-life flexibility
- Hybrid work environment
- One time allowance to set up your office for remote first employees
- Variable annual incentive plan
- Generous annual vacation allotment
- Top-notch flexible benefits plan including family building and gender affirmation
- Retirement Plan, matched contributions at 6%
- Access to a learning platform and educational assistance support
- Access to a virtual wellness platform
- Career development opportunities
- Wellness Flex Fund to support personal interest and activities
- Day off to volunteer in your community and other paid time off options
- Corporate discounts *subject to employment agreement
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