Overview
Account Administrator Jobs in Markham, Canada at Altis Recruitment
Position: Account Administrator ON
Become a vital part of the financial services team in Markham, ON, as an Account Administrator. This hybrid role requires expertise in handling registered investment products while ensuring precise client account management.
You will join a detail-oriented team focused on administering retirement and savings plans. Your responsibilities will include processing transactions for various registered plans and supporting high-volume operational tasks. This role is ideal for professionals eager to enhance their financial product knowledge and improve client outcomes through accuracy and collaboration.
Key Responsibilities:
• Process daily contributions and withdrawals for registered plans
• Manage RRSP to RRIF rollovers and compliance checks
• Resolve payment issues by monitoring Low Units and NSF reports
• Support investment selection and maintain client account accuracy
• Handle high-volume inbox requests efficiently
Requirements:
• 2+ years of experience with registered investment products
• Strong knowledge of CRA rules for Canadian investment types
• Proficiency in Microsoft Office, especially Excel
• Familiarity with Dataphile or similar platforms is a plus
• Excellent communication and organizational skills
Bring your detail-oriented approach and financial services knowledge to make a meaningful impact on clients’ financial well-being.
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Title: Account Administrator
Company: Altis Recruitment
Location: Markham, Canada
Category:
