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Bilingual Registered Plans Administrator
Aviso Wealth. Administer registered plan products and process requests such as de-registration, un-locking, and specialized withdrawals .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in administering registered plan products, ensuring compliance with regulatory deadlines, and maintaining accurate procedures. Proficient in problem-solving and customer service, with strong analytical skills and the ability to work effectively in a team or independently.
Highest-signal resume keywords
Registered Plan AdministrationRegulatory ComplianceCustomer Service FocusBilingual CommunicationMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Registered Plan ProductsRegulatory DeadlinesCIRO Registered Plan AuditsAnalytical SkillsTime ManagementDetail OrientationProblem-SolvingFinancial Operations ExperienceDataphile KnowledgeFrench Language Proficiency
Soft Skills
Excellent Communication SkillsOrganizational SkillsTeam CollaborationAbility to Work Under PressureAttention to Detail
Tools & Technologies
Microsoft OutlookMicrosoft ExcelMicrosoft Word
Industry Keywords
RESPsRSPsTFSAsRIF AccountsFHSAsCRA RegulationsRQ RegulationsESDC RegulationsTrustee RegulationsFinancial Industry
About the role
Key responsibilities & impact- Administer registered plan products and process requests such as de-registration, un-locking, and specialized withdrawals
- Ensure registrations, contributions, and withdrawals meet regulatory deadlines for RESPs, RSPs, TFSAs, RIF accounts, FHSAs, and related plans
- Investigate, respond to, and resolve registered plan inquiries within SLA deadlines
- Escalate issues requiring management review and intervention
- Complete CIRO Registered Plan audits within internal and regulatory deadlines
- Collaborate with Tax, Estates, Transfers, New Accounts, and Client Account Maintenance teams
- Participate in Registered Plan Committee Meetings
- Implement trustee and regulatory changes into procedures and manuals
- Keep procedures and manuals updated and current
- Stay current on CRA, RQ, ESDC, and trustee regulations through legislation, press releases, and industry bulletins
Requirements
What you’ll need- 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
- This role is required to conduct business in French
- Bilingual in English is an asset and is strongly preferred
- Ability to work EST standard hours
Benefits
Comp & perks- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits
- Generous vacation time
- Fitness benefit
- Parental leave top-up options
- Matching contributions to retirement program
- Learning & development opportunities
- Education assistance program
- Regular social events