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
- Administrateur de régimes enregistrés chez Aviso, fournisseur canadien de services de gestion de patrimoine et de placement. Traitement des demandes, audits et conformité réglementaire.
Responsibilities
- Administer registered plans and process requests for deregistration, unlocking, specialized withdrawals, and other related transactions
- Ensure compliance with regulatory deadlines for RESPs, RRSPs, TFSAs, RRIFs, FHSAs, and other registered plans
- Review, process, and resolve registered plan requests within prescribed timelines
- Escalate issues requiring management review and intervention
- Conduct audits of registered plans with the Canadian Investment Regulatory Organization (CIRO)
- Collaborate with the Tax, Estates, Transfers, New Accounts, and Client Account Management teams
- Participate in registered plan committee meetings and keep procedures and manuals up to date
- Monitor regulatory developments from the Canada Revenue Agency, Revenu Québec, Employment and Social Development Canada, and trustee regulations
Requirements
- Post-secondary education and/or equivalent experience
- 2 to 3 years of experience in the financial services industry, preferably in registered plans or operations
- Excellent communication skills
- Ability to work independently and as part of a team
- Excellent organizational and time-management skills, with strong attention to detail
- Proactive problem-solving abilities and strong analytical skills
- Exceptional commitment to client service
- Meticulous attention to detail and accuracy, with a focus on quality assurance
- Ability to work under pressure and meet deadlines
- Strong knowledge of Microsoft Office, including Outlook, Excel, and Word
Benefits
- A competitive compensation program that recognizes and rewards individual contributions
- Comprehensive health and dental benefits, along with best-in-class insurance coverage
- Generous vacation allowance
- Health and fitness benefits
- Supplemental parental leave options
- Employer-matching retirement plan contributions
- Learning and development opportunities
- Education support program
- Regularly organized social events
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Degree requirement
No Education Requirement
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Product administration technician supporting Desjardins products, member/client accounts, and operational processes. Providing technical support, data analysis, system updates, and procedural assistance.
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