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Registered Plan Administrator
Aviso Wealth. Administer registered plans and process requests for deregistration, unlocking, specialized withdrawals, and other related transactions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in administering registered plans, ensuring compliance with regulatory requirements, and conducting audits. Strong analytical and problem-solving skills are essential for processing requests and maintaining high-quality client service.
Highest-signal resume keywords
Registered Plans AdministrationRegulatory ComplianceFinancial Services ExperienceClient Service CommitmentMicrosoft 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 Plans ProcessingAudit ConductingRegulatory Deadline ManagementTransaction ProcessingQuality Assurance
Soft Skills
Excellent Communication SkillsOrganizational SkillsTime-Management SkillsProactive Problem-SolvingAttention to Detail
Tools & Technologies
Microsoft OutlookMicrosoft ExcelMicrosoft Word
Industry Keywords
RESPsRRSPsTFSAsRRIFsFHSAsCanada Revenue AgencyRevenu QuébecEmployment and Social Development CanadaCanadian Investment Regulatory Organization
About the role
Key responsibilities & impact- Administer registered plans and process requests for deregistration, unlocking, specialized withdrawals, and other related transactions
- Ensure compliance with regulatory deadlines for RESPs, RRSPs, TFSAs, RRIFs, FHSAs, and other registered plans
- Review, process, and resolve registered plan requests within prescribed timelines
- Escalate issues requiring management review and intervention
- Conduct audits of registered plans with the Canadian Investment Regulatory Organization (CIRO)
- Collaborate with the Tax, Estates, Transfers, New Accounts, and Client Account Management teams
- Participate in registered plan committee meetings and keep procedures and manuals up to date
- Monitor regulatory developments from the Canada Revenue Agency, Revenu Québec, Employment and Social Development Canada, and trustee regulations
Requirements
What you’ll need- Post-secondary education and/or equivalent experience
- 2 to 3 years of experience in the financial services industry, preferably in registered plans or operations
- Excellent communication skills
- Ability to work independently and as part of a team
- Excellent organizational and time-management skills, with strong attention to detail
- Proactive problem-solving abilities and strong analytical skills
- Exceptional commitment to client service
- Meticulous attention to detail and accuracy, with a focus on quality assurance
- Ability to work under pressure and meet deadlines
- Strong knowledge of Microsoft Office, including Outlook, Excel, and Word
Benefits
Comp & perks- A competitive compensation program that recognizes and rewards individual contributions
- Comprehensive health and dental benefits, along with best-in-class insurance coverage
- Generous vacation allowance
- Health and fitness benefits
- Supplemental parental leave options
- Employer-matching retirement plan contributions
- Learning and development opportunities
- Education support program
- Regularly organized social events