Overview
Hybrid Account Administrator Jobs in Markham, Canada at Altis Recruitment
Step into a detail-oriented Account Administrator role at a financial services firm in Markham, ON. This hybrid position requires strong English skills and offers exposure to registered investment products.
This contract role is perfect for a financial professional eager to support retirement and savings plans effectively. You will collaborate with experienced teams across operations, tax, and administration in a busy, high-volume setting. You’ll ensure accuracy in managing contributions, withdrawals, and transfers for various registered plans, making a direct impact on clients’ financial well-being.
Key Responsibilities:
• Process contributions, withdrawals, and transfers accurately
• Manage RRSP to RRIF conversions, ensuring compliance
• Monitor and resolve Low Units and NSF reports
• Support investment selection and maintain client records
• Handle high-volume inbox requests promptly
Requirements:
• Minimum 2 years of experience with Canadian registered products
• Strong knowledge of CRA rules on investment products
• Proficient in Microsoft Office and Excel
• Experience with Dataphile or similar systems
• Excellent communication and organizational skills
Bring your expertise in registered investment products to facilitate seamless client transactions in this hybrid Account Administrator role.
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Title: Hybrid Account Administrator
Company: Altis Recruitment
Location: Markham, Canada
Category:
