Join a dynamic team as a Registered Plan Administrator in Markham, ON, with hybrid work flexibility. This contract position involves critical tasks in managing clients' investment products effectively.
You will need at least two years of experience to support various registered plans, including RRSPs and TFSAs, in a high-volume environment. Your responsibilities will include compliance monitoring, daily processing, and ensuring the accuracy of client accounts, vital for enhancing your career in financial services.
Key Responsibilities:
• Process contributions and withdrawals for registered investment plans
• Manage compliance for RRSP to RRIF rollovers
• Monitor Low Units and NSF reports
• Maintain detailed client account documentation
• Conduct reconciliation and reporting for audits
Requirements:
• 2+ years experience with Canadian registered investment products
• Familiarity with CRA regulations for applicable plans
• Proficient in Microsoft Office, ...