Found Description
Enhance your career as an Account Administrator in Markham, ON, with a focus on registered investment products in a hybrid work model. This role supports clients' retirement and savings plans.
We are looking for a financial services expert with attention to detail to join our dynamic team. You will be responsible for administering diverse registered plans such as RRSP, RRIF, and TFSA, ensuring accuracy and compliance with regulations. This hybrid contract role offers opportunities for hands-on experience and skill development in a fast-paced setting.
Key Responsibilities:
• Process daily transactions for registered plans accurately
• Conduct RRSP to RRIF conversions with compliance
• Resolve Low Units and NSF reports efficiently
• Maintain client account records and support investment processes
• Prioritize and manage high-volume inbox requests
Requirements:
• Minimum 2 years’ experience with investment products
• Completion of Post-Secondary education req...
We are looking for a financial services expert with attention to detail to join our dynamic team. You will be responsible for administering diverse registered plans such as RRSP, RRIF, and TFSA, ensuring accuracy and compliance with regulations. This hybrid contract role offers opportunities for hands-on experience and skill development in a fast-paced setting.
Key Responsibilities:
• Process daily transactions for registered plans accurately
• Conduct RRSP to RRIF conversions with compliance
• Resolve Low Units and NSF reports efficiently
• Maintain client account records and support investment processes
• Prioritize and manage high-volume inbox requests
Requirements:
• Minimum 2 years’ experience with investment products
• Completion of Post-Secondary education req...
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