Operations Representative - Registered Plans Job

Job Overview

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

Additional Details

Entry Level (0 - 2 Years)

Job Description

1.     Deliver stellar quality customer service interactions to our internal and external customers to exceed their expectations and create a positive experience.

2.     Provide what was promised, dependably and accurately and in a timely manner. Make our clients feel like they are #1 priority.

3.     Take ownership of solving a customer’s problem promptly; use all available resources to achieve the best outcome.

4.     Provide caring and individual attention to customers; promptly acknowledge customers’ emotions; treat each customer with respect; pays attention to details; actively listen to internal and/or external customers to understand and anticipate their needs and to create value.

Performs daily processing of all aspects of registered plans including the following:

  • Contributions
  • Withdrawal requests
  • RRSP to RRIF rollovers
  • RRIF/LIF payments
  • RESP processing
  • Foreign currency transfer between registered plans
  • Unlocking requests

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