Administrator, Registered Plans-(Hybrid)

Vancouver - Canada

Monthly Salary: $ 55000 - 65000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Central 1 cooperatively empowers credit unions and other financial institutions to deliver banking choice to Canadians. Central 1 provides critical services at scale to enable a thriving credit union system. We do this by collaborating with our clients developing strategies products and services to support the financial well-being of their more than 5 million diverse customers in communities across Canada. For more information visit .

What we offer:

Work-life flexibility
Hybrid workenvironment
Variable annual incentive plan
Generous annual vacation allotment
Top-notch flexible benefits planincluding family building and gender affirmation
Retirement Plan matched contributions at 6%
Access toa learning platform and educational assistancesupport
Access to a virtual wellness platform
Career development opportunities
Wellness Flex Fund to support personal interest and activities
Day off to volunteer in your community andother paid time off options
Corporate discounts

*subject to employment agreement

Job Summary:

Were looking for a detail-oriented and collaborative Registered Plans Administrator to join our Vancouver this role youll support the administration training and compliance of Registered Products such as RRSPs RRIFs RESPs TFSAs FHSAs and RDSPs and provide backup support for order entry during absences or busy periods.

We value a positive attitude and willingness to learnif you dont have all the experience listed well provide training. This role requires a strong in-office presence during high-volume seasons to work closely with the team and ensure smooth operations.

What youll be doing:

Provide administration support for registered products
Process daily transactions including deposits withdrawals transfers contributions rollovers and maturities.
Ensure all data from credit unions and agents is accurate complete and compliant with legislation.
Manage monthly electronic files for Employment and Social Development Canada (ESDC) and remit incentive funds to credit unions and agents.
Assist members credit unions and agents with questions regarding federal and provincial grants bonds or other incentives.
Deliver training and guidance on registered products to credit union/agent staff in person or remotely.
Support back-office functions including account reconciliations estate-related inquiries tax-season activities statements audits and system testing.
Maintain accurate member and client records including closed accounts returned mail and secure electronic storage.

What you have:

2 years post-secondary education in Finance Business Administration or equivalent combination of education and experience.
Excellent communication and customer service skills.
Proficiency in Microsoft Office Suite (Outlook Word Excel PowerPoint SharePoint Adobe).
General knowledge of tax-deferred products (RRSP RRIF TFSA LIRA LRIF RLIF RLSP RESP FHSA RDSP).
Exceptional attention to detail analytical skills and ability to multitask in a fast-paced environment.
Understanding of federal and provincial pension legislation estate and trust legislation and regulatory reporting requirements.
Completion of the Canadian Securities Course or Canadian Investment Funds Course is an asset.

Salary range: $55000-$65000

The salary range representsthe job rate determined for the successful candidate who is fully competent in the role. The actual salary will vary depending on market conditions and relevant job-related factors such as knowledge skills qualifications experience and education/training.

#LI-Hybrid

Central 1 is an equal opportunity employer and committed to building an inclusive workforce by creating an environment where everyone feels like they belong and has the opportunity to be successful. We welcome all applicants to join our diverse workforce and we will provide an accessible candidate experience including but not limited to accommodations to interview sites and alternate formats upon request to our Recruitment team.

Required Experience:

Unclear Seniority