Desjardins product administration technician supporting specialized financial products and client accounts. Researching processes, preparing technical guidance, and implementing new tools.
About the role
- Bilingual Registered Plans Administrator processing Canadian registered-plan transactions and regulatory requests. Supporting Aviso’s wealth-management and investment-services operations.
Responsibilities
- Administer registered plan products and process requests such as de-registration, unlocking, and specialized withdrawals
- Ensure registrations, contributions, and withdrawals meet regulatory deadlines for RESPs, RSPs, TFSAs, RIF accounts, FHSAs, and other registered plans
- Investigate, respond to, and resolve registered-plan inquiries within SLA deadlines
- Escalate issues requiring management review and intervention
- Complete CIRO Registered Plan audits within internal and regulatory deadlines
- Work closely with Tax, Estates, Transfers, New Accounts, and Client Account Maintenance teams on registered-plan updates
- Participate in Registered Plan Committee Meetings
- Implement trustee and regulatory changes into procedures and manuals and keep documentation current
- Stay current on CRA, RQ, ESDC, and trustee regulations through legislation, press releases, and industry bulletins
Requirements
- Post-secondary education and/or equivalent experience
- Minimum of 2-3 years of experience in the financial industry, preferably in Operations or Registered Plans
- Excellent communication skills
- Ability to work independently and in a team environment
- Excellent time management, organizational skills and attention to detail
- Pro-active problem-solving abilities with strong analytical skills
- Outstanding customer service focus
- Extremely detail oriented and accurate with a focus on quality assurance
- Ability to work well under pressure and meet tight deadlines
- Strong knowledge of Microsoft Office (Outlook, Excel, Word)
- Knowledge and experience of Dataphile is an asset
- Required to conduct business in French
- Bilingual in English is an asset and strongly preferred
- Ability to work EST standard hours
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits
- Generous vacation time
- Fitness benefit
- Parental leave top-up options
- Matching contributions to the retirement program
- Learning and development opportunities
- Education assistance program
- Regular social events
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