Altis Technology
Financial Services Registered Plan Administrator
Job Description
Elevate your financial services career as a Registered Plan Administrator in Markham, ON, with a hybrid work arrangement. This role is essential for managing clients' retirement and savings plans accurately.
In this contract position, you will collaborate with experienced teams, handling transactions across a variety of Canadian registered plans. Your focus will be on compliance, reporting, and maintaining meticulous client records, making an impactful contribution to clients' financial well-being as you navigate a fast-paced environment.
Key Responsibilities:
• Process transactions for RRSP, TFSA, and other plans
• Ensure regulatory compliance during rollovers
• Address and resolve payment issues in reports
• Support investment selection and manage inbox requests
• Document transactions for accuracy and audits
Requirements:
• Minimum of 2 years in registered product administration
• Knowledge of CRA regul...
In this contract position, you will collaborate with experienced teams, handling transactions across a variety of Canadian registered plans. Your focus will be on compliance, reporting, and maintaining meticulous client records, making an impactful contribution to clients' financial well-being as you navigate a fast-paced environment.
Key Responsibilities:
• Process transactions for RRSP, TFSA, and other plans
• Ensure regulatory compliance during rollovers
• Address and resolve payment issues in reports
• Support investment selection and manage inbox requests
• Document transactions for accuracy and audits
Requirements:
• Minimum of 2 years in registered product administration
• Knowledge of CRA regul...