Bilingual Registered Plans Administrator II
Aviso Wealth, Canada

Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.

The Opportunity:

Who you are:

• Service You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution You are committed to achieving your goals and to succeed. This includes focusing on getting things done, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

• The administration of registered plan products and processing of requests such as de-registration, un-locking, specialized withdrawals, etc.
• Investigating, addressing, and reporting on any escalated issues related to registered plans, reviewing accounts to ensure that required documents are in order
• Completion of MFDA and IIROC Registered Plan audits within internal and regulatory deadlines
• Working closely with Tax, Estates, Transfers, New Accounts and Client Account Maintenance for any updates required to registered plans
• Actively participate in Registered Plan Committee Meetings to ensure that trustee and regulatory changes are implemented into procedures and manuals, ensuring they are updated and current
• Monitor CRA, RQ, MFDA, IIROC and trustee websites regularly for registered plan changes and update manuals accordingly.
• Ensure that training materials are current and provide training to new and junior team members
• Pro-actively make recommendations for improvement of departmental processes and procedures

Requirements

Your experience and skills:

• Post-secondary education
• Minimum of 2-3 years of experience in Registered Plans Products
• Industry knowledge of MFDA, IIROC, CRA and RQ rules and regulations preferred
• Experience with Dataphile is an asset
• Excellent communication and interpersonal skills
• Fluent communication skills in English and French are required
• Ability to work EST standard hours required
• Ability to work independently and in a team environment
• Pro-active in problem solving and presenting recommendations
• Extremely detail oriented and accurate with a focus on quality assurance
• Ability to work well under pressure and meet time deadlines
• Experienced in Excel, Word, Outlook and Adobe Acrobat

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning amp; development and an education assistance program
• Regular social events to foster te

Job Rewards and Benefits