Operations Representative Job

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