Our client in the financial services industry is looking for a investment administrator to join their team for a long term contract for 1 year. 
In this role, you will be responsible for handling all advisor, client, and head office requests and inquiries promptly, accurately, and with care, while adhering to established service levels. 

This is a hybrid role (2 days in office) in Markham.

Roles and Responsibilities

• Efficiently manage client requests and transactions for all types of registered products, ensuring accuracy, compliance with regulatory standards, and timely completion.
• Utilize comprehensive knowledge of registered products (e.g., RRSPs, TFSAs, RESPs, and RRIFs) to ensure precise administration, including account setup, updates, and ongoing maintenance.
• Oversee the creation and management of RESP and RRIF accounts, ensuring accurate setup and compliance with payout requirements for minimum distributions.
• Prepare, review, and maintain reports in compliance with company standards and regulatory requirements.
• Respond promptly and professionally to client inquiries regarding registered products, offering clear and actionable guidance to address their needs effectively.

Qualifications and Skills

• Post secondary education
• 3+ years of experience in registered product/mutual funds administration
• Strong communication and organizational skills
• Exceptional attention to detail and problem-solving abilities
• Knowledge of client tax reporting considered an asset