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Open nowPosted 8 days ago

Administrator, Registered Plans

qfg70 open roles

Where
5700 Yonge St, North York, ON M2M 4K2, Canada
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Your applicationOpen nowAdministrator, Registered Plansqfg · 5700 Yonge St, North York, ON M2M 4K2, Canada

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  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on qfg's own form.

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  2. 3.4%3 days
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  4. 14.3%14 days
  5. 33.7%30 days
This job: posted 8 days ago

The posting

What’s in it for you as an employee of QFG?

Health & wellbeing resources and programs 

Paid vacation, personal, and sick days for work-life balance

Competitive compensation and benefits packages

Work-life balance in a hybrid environment with at least 3 days in office

Career growth and development opportunities

Opportunities to contribute to community causes

Work with diverse team members in an inclusive and collaborative environment

This job posting is for an existing vacancy   We’re looking for our next Registered plans Administrator. Could It Be You? The primary role of the RSP  Administrator is to support our client Registered savings plans, TFSAs, RESPs and FSHSAs by administering client account requests. The RSP Administrator will process client requests and administer client’s plan accounts in accordance with SRO regulations and Questrade’s internal operations procedures, while continually being vigilant of the customer experience.     Need more details? Keep reading… In this role, responsibilities include but are not limited to: 

Review RESP client account opening documents to confirm accuracy and ensure proper set up of accounts.

Process client requests for RRSPs, RIFs, TFSA, FHSA, LIRA, LRSP, LIF, RESP, etc by following Questrade, CRA and RQ policies and procedures.

Review reporting to ensure year end tax slips and XMLs are created and reported correctly

Investigate client queries and respond accordingly while maintaining exceptional levels of client service 

Monitor work queues and take ownership of tasks as assigned within Registered Plan’s SLAs

Assures accurate and efficient administration of client cash and account management for plan accounts

Complete daily processing of tasks within departmental standards

Collaborate with other Questrade departments as required

Review all required documentations that are needed to complete tasks

Perform any other duties as required and/or assigned.

  So are YOU our next Registered plans Administrator? You are if you…

College or University graduate or equivalent is preferred (preferably in administration and/or finance area)

1+ years brokerage experience is preferred, preferably in Customer service, Back Office or RSP Administration

Working knowledge of registered accounts such as RRSPs, RIFs, TFSA, FHSA, LIRA, LRSP, LIF, RESP

Knowledge of G-Suite preferred, especially Google Sheets

Experience using Broadridge BPS is an asset and preferred

Excellent communication skills

Positive attitude and strong client orientation

Strong organisational and multitasking capabilities

High level of attention to detail

Ability to work independently in a fast paced environment

Completion of the CSC, CPH and related courses is an asset

Curiosity to learn and understand why and how

Ability to collaborate effectively as a team player 

  Additional kudos if you… Professional Development Recommendations:

Canadian Securities Course (CSC) 

Code of Practices Handbook Course (CPH)

  Compensation Information:

Base salary range: $50,000- $55,000

The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.

  Sounds like you? Click below to apply! #LI-Hybrid, #LI-Onsite

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