Overview
Investment Account Specialist Jobs in Markham, Ontario, Canada at Altis Recruitment
Our client in the financial services sector is seeking a Bilingual RESP Administrator to join their team in Markham on a long-term contract. This position runs until 2026 and includes 2 weeks of vacation.
Reporting to the Senior Manager, Registered Products, the Bilingual RESP Administrator manages RESP processes, ensuring accurate and timely processing of advisor, client, and head office requests per service level agreements. They also reconcile control accounts by set deadlines in a
fast-paced environment
.
Roles and Responsibilities
Manage relationships with internal/external clients.
Process withdrawals, contributions, transfers, and rollovers.
Review and approve EAP withdrawals and Proof of Enrollment.
Open and update RESPs, set up PACs, beneficiaries, and apply for grants.
Ensure deliverables meet SLA timelines and accuracy standards.
Flag system updates for grants and update PCG information.
Assist with data integrity and validate information for New Accounts and Transfers.
Other duties as required.
Qualifications and Skills Post-secondary education2+ years of experience in RESP administration and processing
Fluently Bilingual in English and French Strong knowledge of Enhanced CESG rules (CES, CLB, ECESG, BC-TESP Grant)
Excellent
communication
, organization, and
problem-solving skills
Detail-oriented with the ability to work independently and in a team Knowledge of Dataphile
Title: Investment Account Specialist
Company: Altis Recruitment
Location: Markham, Ontario, Canada
Category: Administrative/Clerical
