We are seeking an entry-level associate to support our back-office and account administration functions, working primarily in a non-client facing capacity with opportunities for career growth.

All team members must be on site four days per week to facilitate collaboration and business needs.

Responsibilities

• Processing and reviewing account openings
• Journal entry and other trade-related administrative tasks
• Processing client account updates and related tasks
• Registered income account updates
• Registered accounts
• Processing (includes RESP, RDSP, etc.)
• Processing and following up on internal and external asset transfers
• RESP withdrawal processing (EAP, PSE, NCW, AIP) and generating RESP breakdown
• Unlocking of locked-in accounts (LIRA, LRSP, LIF, etc.)
• Pending close/freeze account and balances write-offs
• Book value update entry

Qualifications

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