Bilingual Registered Products Administrator

4 days ago


Markham, Ontario, Canada Worldsource Wealth Management Full time
Job Summary

We are seeking a highly motivated and detail-oriented Registered Products Administrator to join our team at Worldsource Wealth Management. As a key member of our operations team, you will be responsible for ensuring the smooth operation of our registered plans, including retirement savings, retirement income, education, and locked-in plans.

Key Responsibilities
  • Process client requests related to all registered products in a timely and accurate manner.
  • Develop and maintain expertise in registered products administration, including knowledge of client tax reporting.
  • Verify RESP accounts and RRIF accounts, including setup and payout of minimums.
  • Reconcile control accounts and manage assigned reports.
  • Respond to client service inquiries related to registered products.
  • Support and participate in process improvements, product enhancements, and development.
Requirements
  • Post-secondary education.
  • Minimum of 3 years of registered product administrative experience.
  • Excellent communication and organizational skills.
  • Excellent attention to detail and problem-solving skills.
  • Ability to handle competing priorities in a fast-paced environment.
  • Knowledge of client tax reporting.
  • Ability to work independently as well as in a team setting.
  • Bilingual (French/English).
What We Offer

Worldsource Wealth Management is committed to providing a competitive compensation package and opportunities for professional growth and development.



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