Join a collaborative financial services team in Markham, ON, as a hybrid Account Administrator. Utilize your expertise in managing registered investment products while ensuring clients' financial plans are prioritized and accurate.
This contract position is perfect for a detail-oriented professional with at least two years of relevant experience. You will be essential in processing contributions, withdrawals, and maintaining precise client account records in a high-volume environment. Your role supports compliance with regulatory requirements while enhancing your skills in financial administration and analysis.
Key Responsibilities:
• Process contributions, withdrawals, and transfers for registered plans
• Manage RRSP to RRIF rollover compliance
• Resolve Low Units and NSF payment issues
• Support investment selection processes and maintain accounts
• Perform reporting and documentation for audit readiness
Requirements:
• 2+ years in Canadian registered inves...