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Bilingual Registered Products Administrator

2 months ago

Markham, Ontario, Canada Worldsource Wealth Management Full time
Job Statement:

The Registered Products Administrator will be 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 individual will ensure the smooth operation of these plans, maintaining accuracy and efficiency in all aspects of administration.

Key Responsibilities:
  • Manage and maintain accurate records of registered plans
  • Process and administer plan contributions and withdrawals
  • Ensure compliance with regulatory requirements and company policies
  • Provide exceptional customer service and support to clients and internal stakeholders
Requirements:
  • Bilingual proficiency in English and French
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively