Step into a rewarding contract role as a Registered Products Administrator with Fidelity Canada, offering a hybrid work model until December 31, 2026. Manage RESP transactions and contribute to financial services excellence.
This role is based at 483 Bay Street in Toronto initially, shifting to Mississauga later. You will process RESP withdrawals, oversee monthly grant reconciling, and assist with RSP administration tasks for both individual and corporate clients. Your attention to detail and customer service skills will enhance our operational efficiencies.
Key Responsibilities:
• Manage RESP withdrawal and transfer request processes
• Reconcile monthly RESP payments from ESDC
• Support pension plan unlocking and administration
• Coordinate the setup of RRIF payments
• Assist with RRSP to RRIF transitions
Requirements:
• Completed post-secondary education or relevant experience
• At least 1-2 years in financial services
• Knowledge of registered and no...