Senior Registered Plans Administrator, RESP/RDSP

Aviso Wealth•Toronto, ON

8d•CA$55,000 - CA$70,000•Hybrid

About The Position

Aviso is seeking an RESP/RDSP Senior Registered Plans Administrator to join their Operations team. This role reports to the Supervisor, Specialty Products and is responsible for the overall administration of Registered Education Savings Plans (RESP) and Registered Savings Disability Plans (RDSP). The administrator must ensure all activities are consistent with company policies, and regulations from Employment Services Development Canada (ESDC), Canada Revenue Agency (CRA), and CIRO (formerly MFDA and IIROC). The position also involves acting as a subject matter expert (SME), providing guidance and quality assurance to other RESP/RDSP Plan Administrators, and serving as the departmental contact for internal and external audits.

Requirements

Minimum of 5 years of experience in registered plans administration in a CIRO (formerly IIROC or MFDA) environment.
Industry knowledge of CIRO (formerly MFDA and IIROC), ESDC, CRA and RQ rules and regulations.
Ability to work independently and in a team environment, including providing guidance and support to team members.
Strong analytical, organizational, and problem-solving skills with the ability to manage multiple tasks while maintaining a high level of accuracy.
Ability to work efficiently and effectively in a fast-paced environment meeting Service Level Agreements and time-sensitive deadlines.
Verbal and written communication skills in English is required.

Nice To Haves

Post-secondary degree in business or financial administration preferred.
Completion of the CSC or IFIC is an asset.
Experience with Dataphile is an asset.
French language skills are an asset.

Responsibilities

Act as a Subject Matter Expert for CIRO (formerly IIROC and MFDA) RESP and RDSP plans administration, providing guidance to Registered Plan RESP Administrators and ensuring the quality of their work.
Serve as the primary point of contact for the administration of RESP and RDSP plans and all product-related processing of requests, including contributions, withdrawals (EAP/PSE/CWD/AIP, DAP, LDAP), transfers, and specialized transactions.
Review various documents for accuracy and ensure transactions are completed within Service Level Agreements.
Complete reporting and filing to CRA and ESDC for RESP and RDSP accounts, including monthly, quarterly, and annual filings.
Participate in CIRO and ESDC audits, adhering to internal and regulatory deadlines and guidelines.
Review and confirm account setup on systems, with particular attention to government incentive and Annex forms for RESP and RDSP.
Manage trustee reporting, collaborating closely with trustees to ensure adherence to all policies and procedures and communicating them accordingly.
Actively participate in projects, industry meetings, year-end government reporting, and audits.
Provide leadership within the team by onboarding, training, coaching, mentoring, and supporting Registered Plans Administrators.
Offer backup support to the Supervisor through workload coordination, reporting, prioritization, and service level monitoring.
Drive operational excellence by monitoring processes, updating procedures, identifying opportunities for automation and continuous improvement, participating in system enhancements and regulatory initiatives, and fostering a positive, collaborative, and accountable team environment.