Take your finance career to the next level as an Administrator, Registered Plans with Questrade Financial Group. This hybrid position focuses on accurate processing of RESPs while ensuring regulatory compliance.
In this role, you will be responsible for managing client requests, helping clients with their education savings plans, and performing compliance checks. Your experience in the brokerage industry will be essential as you verify data, collaborate effectively with teams, and maintain documentation. Exceptional service and strong communication are integral to success in this role.
Key Responsibilities:
• Process and verify RESP transactions and withdrawals
• Investigate client inquiries with excellent service
• Maintain organized electronic records and audit trails
• Review and update grant payment reports
• Collaborate with internal departments to resolve issues
Requirements:
• College or University degree in finance or administration
• 1+ years of e...