Bilingual Registered Plans Administrator

Beyond Bilingual Inc.; Montreal (administrative region); On-site; CAD 52,200 - 63,800; Full time

Benefits offered by this job

Competitive compensation package

Health, dental and insurance benefits

Generous vacation time

Fitness benefit

Parental leave top-up options

Matching contributions to retirement program

Learning & development opportunities

Regular social events

Job summary

A leading wealth management organization is seeking a Bilingual Registered Plans Administrator to process requests for registered plan products. The role requires 2+ years of operational experience at a financial institution, attention to detail, and fluency in both English and French. The position offers a hybrid work environment and a competitive salary package, including benefits like generous vacation time and retirement contributions. Ideal candidates will have strong communication and analytical skills.

Qualifications

• 2+ years in an Operational role at a Financial Institution, ideally in Registered Plans.
• Strong focus and accurate processing.
• Wants to grow in the role and enjoys learning.

Responsibilities

• Responsible for processing requests for registered plan products within the IIROC and MFDA platforms.

Skills

Attention to detail

Customer focus

Excellent communication skills

Pro-active problem-solving

Fluent in English and French

Education

Post-secondary education

Tools

Dataphile

Univeris

Job description

Bilingual Registered Plans Administrator

Location: Montreal, QC
Environment: Hybrid - Currently 1 day/week in the office, soon to be 2 days/week, typically Mon & Tues. 2 day/week (Can go up to 3 times we week).
Days: Monday to Friday
Shifts: Eastern Standard Time: 9:00 am – 5:00 pm or 8:00 am 4:00 pm - 30-minute lunch
Salary: up to $58,000 + 5% Bonus
Type: Full time, Permanent
Reporting: Supervisor, Registered Plans

Company Overview:

This leading wealth management organization is focused on improving Canadians’ financial well‑being. They are an investment services provider for the Canadian financial industry, valuing leadership, innovation, partnership, responsibility, and community, and our culture sets them apart.

Perks:

Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Starts day 1! Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Vacation – 3 weeks plus 2 personal days and we get most of the bankers’ holidays
• Matching contributions to our retirement program – up to 6%
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

The Opportunity:

We’re looking for a Bilingual Registered Plans Administrator to join our Operations Team. Reporting to the Supervisor, Registered Plans the Bilingual Registered Plans Administrator is responsible for the processing of requests for registered plan products within the IIROC and MFDA platforms.

Qualifications:

• 2+ years in an Operational role at a Financial Institution, ideally in Registered Plans
• Attention to detail - Strong focus and accurate processing
• Wager to learn - Wants to grow in the role and enjoys learning
• Customer focused - High standard of customer service – strong business acumen and communications
• Post-secondary education
• Financial industry experience, preferably in Operations or Registered Plans
• Experience with Dataphile and/or Univeris is an asset
• Excellent communication skills
• Fluent communication skills in English and French are required
• Ability to work independently and in a team environment
• Excellent time management and organizational skills
• 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