Senior Registered Products Administrator

Worldsource Wealth Management; Markham; On-site; CAD 50,000 - 70,000; Part time

Job summary

A leading company in wealth management is seeking a Senior Registered Products Administrator to oversee processes related to Registered Plans. The ideal candidate will have substantial experience in product administration, excellent communication skills, and a keen attention to detail. This role involves processing requests, managing accounts, and supporting continuous improvement initiatives. If you meet the qualifications and are looking for a dynamic work environment, we encourage you to apply.

Qualifications

• Minimum of 5 years of registered product administrative experience.

Responsibilities

• Processing withdrawals, transfers, contributions, and validating legislative rules.
• Reconciling control accounts and managing assigned reports.
• Responding to client service inquiries related to registered products.

Skills

Communication

Organizational Skills

Problem Solving

Attention to Detail

Knowledge of Client Tax Reporting

Education

Post-secondary Education

Tools

Dataphile

Job description

Senior Registered Products Administrator

Senior Registered Products Administrator

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Working in a fast-paced environment, the Senior Registered Products Administrator is responsible for all processes and procedures related to the operation of Registered Plans, such as Retirement Savings (RRSP), Retirement Income (RRIF), Education (RESP), First Home (FHSA) and Locked-in plans (LRSP, LRIF). This highly motivated and energetic candidate must ensure all requests and inquires from advisors, clients and head office are processed accurately and in a timely manner according to the established service level agreements. Respective control accounts are reconciled by the established deadlines.

RESPONSIBILITIES:

• Assisting the team with processing, withdrawals, transfers, contributions and validate legislative rules;
• Administrating RESP accounts and RRIF accounts, including set up and payout of minimums;
• Recurring Events set up and ongoing support (PAC, SWIP);
• Reconciling Control Accounts and manage assigned reports;
• Responding to client service inquires related to registered products;
• Supporting and participating in process improvement, products enhancement and development testing;
• Supporting and participating in projects and industry initiatives;
• Assisting the manager with review and research of escalations and system issues;
• Assisting the manager with gathering and monitoring team metrics; and
• Performing other duties as assigned.

QUALIFICATIONS:

• Post-secondary education
• Minimum of 5 years of registered product administrative experience
• Excellent communication and organizational skills
• Excellent attention to detail, and problem-solving skills
• Knowledge of client tax reporting
• Ability to work independently as well as in a team environment
• Knowledge of Dataphile is an asset

COMPENSATION:

Commensurate with experience

If you are interested in applying for this position, please forward a cover letter and resume in confidence to [e-mail].

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Contract

Job function

• Job function

  Administrative

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