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Registered Plans Administrator II
2 months ago
Aviso Wealth Inc. is seeking a highly skilled Registered Plans Administrator II to join our Operations team. As a key member of our team, you will be responsible for the processing of registered plan products and will focus on investigating and addressing any escalations related to registered plans.
Key Responsibilities- Process registered plan products and investigate and address any escalations related to registered plans.
- Provide support and training to junior Registered Plans Administrators and backup for the Senior Registered Plans Administrator.
- Collaborate with Tax, Estates, Transfers, New Accounts and Client Account Maintenance teams to ensure that registered plans are up-to-date and compliant.
- Participate in Registered Plan Committee Meetings to ensure that trustee and regulatory changes are implemented into procedures and manuals.
- Monitor regulatory websites and update manuals accordingly.
- Develop and maintain training materials and provide training to new and junior team members.
- Identify areas for process improvement and make recommendations to enhance departmental efficiency.
- Post-secondary education.
- Minimum of 2-3 years of experience in Registered Plans Products.
- Industry knowledge of MFDA, IIROC, CRA and RQ rules and regulations preferred.
- Experience with Dataphile is an asset.
- Excellent communication and interpersonal skills.
- Fluent communication skills in English are required and bilingual skills in French are an asset.
- Ability to work standard EST hours required.
- Ability to work independently and in a team environment.
- Pro-active in problem solving and presenting recommendations.
- Extremely detail oriented and accurate with a focus on quality assurance.
- Ability to work well under pressure and meet time deadlines.
- Experienced in Excel, Word, Outlook and Adobe Acrobat.
Aviso Wealth Inc. is a leading wealth management and investment services provider for the Canadian financial industry. We offer a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
We're committed to the continuous improvement of our staff through learning & development and an education assistance program. We offer a 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 our retirement program, and regular social events to foster teamwork.
