Found Description
Explore an exciting role as a Financial Services Account Administrator in Markham, ON, with a hybrid work model. Support clients' financial well-being through detailed administration of registered investment products.
This contract position offers a fantastic opportunity for professionals with a keen eye for detail. You'll process contributions, withdrawals, and oversee regulatory compliance in a fast-paced environment. With a commitment to collaboration and accuracy, your work directly impacts clients' long-term goals and financial security.
Key Responsibilities:
• Process contributions, withdrawals, and transfers of registered plans
• Manage compliance on RRSP and RRIF rollovers
• Resolve payment issues via monitoring Low Units
• Maintain accurate client account records for investments
• Handle urgent requests effectively in a high-volume setting
Requirements:
• Minimum 2 years of experience in registered product administration
• Comprehensive understand...
This contract position offers a fantastic opportunity for professionals with a keen eye for detail. You'll process contributions, withdrawals, and oversee regulatory compliance in a fast-paced environment. With a commitment to collaboration and accuracy, your work directly impacts clients' long-term goals and financial security.
Key Responsibilities:
• Process contributions, withdrawals, and transfers of registered plans
• Manage compliance on RRSP and RRIF rollovers
• Resolve payment issues via monitoring Low Units
• Maintain accurate client account records for investments
• Handle urgent requests effectively in a high-volume setting
Requirements:
• Minimum 2 years of experience in registered product administration
• Comprehensive understand...
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