Operations Representative Job

Job Overview

Location
Toronto, Ontario
Job Type
Full Time
Salary / Compensation
Details Not Provided
Date Posted
4 months ago

Additional Details

Experience
Entry Level (0 - 2 Years)

Job Description

The Registered Plans Department is responsible for the legislative information and interpretation for registered plans.  Processing daily processing flow and answering questions in a timely and professional manner.

Responsibilities:

  • Processes all Registered plan requests received from our branches on a daily basis
  • Provide clients / middle offices with product info as well as RSP, RIF, TFSA and Locked-in plan legislative rules and RESP
  • Mentor and provide guidance on processes and procedures
  • Contribute to the maintenance of service and quality standards
  • Process daily workflow i.e. Contributions, Withdrawals, RESP transfers in and out  
  • Liaise with the branches to provide support in answering queries from clients and problem solving.
  • Processes all Registered plan requests received from our clients on a daily basis
  • RRIF LIF system payment set up
  • Reconcile and balance suspense accounts / RRSP daily cash trustee settlements

Qualifications:

  • 1- 2 years industry experience would be an asset
  • Community college diploma or equivalent work experience
  • Industry related courses
  • Dataphile experience an asset
  • Microsoft excel

Knowledge, Skills & Abilities

  • Ability to work both independently and as a team member
  • Excellent customer service skills
  • Ability to multitask and work efficiently under pressure
  • Good written and oral communication skills
  • Overtime required
  • Ability to thrive in a fast-paced environment while meeting firm deadlines

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