Product administration technician supporting Desjardins financial products, member accounts, and operational processes. Providing technical assistance, account controls, analysis, and system updates in a hybrid Lévis role.
About the role
- Bilingual Registered Plans Administrator processing registered plan transactions for Aviso Wealth, a Canadian wealth management provider. Ensuring regulatory compliance, audits, inquiries, and trustee procedure updates.
Responsibilities
- Administer registered plan products and process requests such as de-registration, un-locking, and specialized withdrawals
- Ensure registrations, contributions, and withdrawals meet regulatory deadlines for RESPs, RSPs, TFSAs, RIF accounts, FHSAs, and related 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
- Collaborate with Tax, Estates, Transfers, New Accounts, and Client Account Maintenance teams
- Participate in Registered Plan Committee Meetings
- Implement trustee and regulatory changes into procedures and manuals
- Keep procedures and manuals updated and 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
- This role is required to conduct business in French
- Bilingual in English is an asset and is 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 retirement program
- Learning & development opportunities
- Education assistance program
- Regular social events
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Product administration technician supporting Desjardins products, member/client accounts, and operational processes. Providing technical support, data analysis, system updates, and procedural assistance.
Life Claim Administrator supporting Manulife, an international financial services provider. Processing death claims, coordinating adjudicators and TPAs, and maintaining timely SLA performance.
Fund administration onboarding manager leading customer implementations for Juniper Square’s private - markets technology and services platform. Overseeing fund accounting setup, client relationships, reconciliations, and process improvements.
Benefits Administrator supporting Product Connections, a retail and shopper marketing agency. Role is designated remote and based in Halifax, Nova Scotia, Canada.
Administrateur de régimes enregistrés chez Aviso, fournisseur canadien de services de gestion de patrimoine et de placement. Traitement des demandes, audits et conformité réglementaire.
Registered Plans Administrator processing registered - plan transactions for Aviso Wealth, a Canadian wealth - management provider. Ensuring regulatory compliance, resolving inquiries, and completing CIRO audits.
Temporary New Account Administrator processing new and fee - based investment accounts for Aviso Wealth, a Canadian wealth management provider. Maintaining compliant records, transactions, and client data.
New Accounts Administrator processing new and fee - based investment accounts for Aviso, a Canadian wealth management provider. Supporting accurate, compliant operations and continuous improvement.
Support Services Administrator managing work orders, Pest Pac scheduling, RFP support, and invoicing. Supporting Rentokil - Terminix Canada’s commercial and residential pest - control customers.