RESP Administrator
Worldsource Wealth Management Inc.
Job Responsibility:
*Contract until October 2026*
JOB STATEMENT :
Reporting to the Senior Manager, Registered Products and working in a fast-paced environment, the RESP Administrator is responsible for all processes and procedures related to the operation of (RESP). This highly motivated and energetic candidate must ensure all requests and inquires from advisors, clients and head office are processed accurately and in a timely manner according to the established service level agreements, and that respective control accounts are reconciled by the established deadlines.
ESSENTIAL FUNCTIONS :
- Managing the day-to-day relationship with internal and external clients
- Working with ESDC on the monthly grant processing and working on error reports ;
- Processing EAP, PSE, Capital Withdrawals, AIP and contributions and maintenance of notional history for transfers in and out and internal rollovers;
- Reviewing EAP withdrawals and approving Proof of Enrollment for processing;
- Opening new RESP, updating notional, setting up PAC and beneficiary and applying for RESP grants;
- Ensuring the timeliness and accuracy of deliverables are met within the established SLA;
- Flagging system for application of Basis, additional, CLB and BC-Grant, updating PCG information as well as triggering grant application from the RESP module; and
- Assisting with data integrity and validating information presented to New Accounts and Transfer department.
- Working on audits related to ESDC
- Assisting with training of employees within the team or new employees
QUALIFICATIONS :
- Post-secondary education
- Minimum of 2 years' experience in RESP administration and processing environment
- Strong knowledge of the new Enhanced CESG rules pertaining to CES, CLB, ECESG and BC-TESP Grant
- Excellent communication and organizational skills
- Excellent attention to detail and problem-solving skills
- Ability to work independently as well as in a team environment
- Knowledge of Dataphile is an asset
COMPENSATION :
Commensurate with experience
If you are interested in applying for this position, please forward a cover letter and resume in confidence to View email address on ca.edajobs.com.
Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process,
please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted.
Job Type: Full-time
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Markham, ON L3R 9R9
Vacancy posted 21 hours ago
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