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Salary: CAD 46,000 - 55,000 / annual
Aviso, a leading wealth management organization in Canada with over $130 billion in assets under administration and management, is seeking a Registered Plans Administrator to join the Operations team in Montreal.
Reporting to the Supervisor of Registered Plans, you will be responsible for processing registered plan requests within OCRI (formerly OCRCVM and ACFM) platforms. This role involves administering registered plans and handling requests such as deregistrations, de-immobilizations, specialized withdrawals, and other plan-related transactions.
Key responsibilities include:
- Administer registered plans and process requests (deregistrations, de-immobilizations, specialized withdrawals, etc.)
- Ensure registrations, contributions, and withdrawals comply with regulatory timelines for RESPs, RRSPs, TFSAs, FRRs, CELIAPPs, and other registered plans
- Review, process, and resolve all registered plan requests within service level agreement timelines; escalate issues requiring management review
- Conduct registered plan audits with OCRI within internal and regulatory deadlines
- Collaborate closely with tax, estate, transfer, new accounts, and client management teams on necessary registered plan updates
- Actively participate in registered plan committee meetings to ensure fiduciary and regulatory changes are reflected in procedures and manuals
- Monitor regulatory developments from CRA, Revenu Québec, Employment and Social Development Canada, and trustee regulations through legislation, press releases, and industry bulletins
Aviso values a culture centered on employee well-being, innovation, and partnership. The organization serves credit unions, portfolio managers, investment brokers, insurance companies, trust companies, and discount brokers across Canada, with offices in Toronto, Vancouver, Montreal, and Winnipeg.
Requirements:
- Postsecondary education and/or equivalent experience
- Minimum 2-3 years of experience in the financial sector, 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 ability and strong analytical skills
- Exceptional customer service orientation
- Particular attention to detail and precision, with emphasis on quality assurance
- Ability to work under pressure and meet deadlines
- Solid knowledge of Microsoft Office (Outlook, Excel, Word)
