Registered Accounts Specialist
Core
Manage administration and processing for Canadian Registered Plans including RDSP, RRSP, RRIF, RESP, and Locked-In plans for advisors and clients.
Role type
Registered Accounts Specialist
Builds
Operational support for wealth management client accounts
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Registered accounts product knowledge, control account reconciliation, client tax reporting, special processing for estates and legal orders, Microsoft Excel
Preferred skills
Post-secondary education, overtime availability
Responsibilities
Manage RESP account administration, Process RRSP withdrawals, Perform special processing for estates and legal orders, Manage control account reconciliation, Respond to client service inquiries
Seniority
Entry-level to Junior, hands-on IC
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