Location: Markham, ON - Hybrid (2 days on-site, 3 days from home)
Job Type: Contract for 6 months.
Compensation: Starting at $50K

Job Statement
Reporting to the Senior Manager, Registered Products, the RESP Administrator will be responsible for all processes related to the operation of Registered Education Savings Plans (RESPs). This role requires a highly motivated and energetic candidate to ensure all requests from advisors, clients, and head office are processed accurately and timely, in line with established service level agreements. The administrator will also reconcile control accounts by set deadlines.

Essential Functions

• Manage day-to-day relationships with internal and external clients.
• Collaborate with ESDC on monthly grant processing and error reports.
• Process EAP, PSE, capital withdrawals, AIP, and contributions while maintaining notional history for transfers and rollovers.
• Review EAP withdrawal requests and approve Proof of Enrollment.
• Open new RESP accounts, update notional information, set up PAC and beneficiaries, and apply for RESP grants.
• Ensure the timeliness and accuracy of deliverables per established SLAs.
• Monitor the application of various grants and update relevant information in the RESP module.
• Assist with data integrity and validate information for new accounts and transfers.
• Participate in audits related to ESDC.
• Assist in training new team members.

Qualifications

• Post-secondary education.
• Minimum of 2 years of experience in an RESP administration and processing environment.
• Strong knowledge of Enhanced CESG rules, including CES, CLB, ECESG, and BC-TESP Grant.
• Excellent communication and organizational skills.
• Strong attention to detail and problem-solving abilities.
• Ability to work independently and collaboratively in a team setting.
• Knowledge of Dataphile is a plus.

Thank you for considering this opportunity!

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals. All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.