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Registered Plans Administrator II

2 months ago

Old Toronto, Ontario, Canada Aviso Wealth Full time
About the Role

Aviso Wealth 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
  • Administer registered plan products and process requests such as de-registration, un-locking, specialized withdrawals, etc.
  • Investigate, address, and report on any escalated issues related to registered plans.
  • Complete MFDA and IIROC Registered Plan audits within internal and regulatory deadlines.
  • Work closely with Tax, Estates, Transfers, New Accounts and Client Account Maintenance for any updates required to registered plans.
  • Participate in Registered Plan Committee Meetings to ensure that trustee and regulatory changes are implemented into procedures and manuals.
  • Monitor CRA, RQ, MFDA, IIROC and trustee websites regularly for registered plan changes.
  • Ensure that training materials are current and provide training to new and junior team members.
  • Proactively make recommendations for improvement of departmental processes and procedures.
Requirements
  • 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
What We Offer
  • Competitive compensation package that rewards and recognizes individual contributions
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to the continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork