Fidelity Clearing Canada
Financial Services
RegisteredProductsAdministrator
“Registered Products Administrator at Fidelity Clearing Canada. Skills: RESP administration, MS Excel, Financial services industry. Process RESP withdrawals. Process RESP transfer requests”
Industry & Context.
Contract opportunity until December 31, 2026, Current Work Authorization required
What They're Looking For.
Must Have
1 - 2 years’ of experience in the financial services industry, Familiar with Non-Registered Accounts, Familiar with Registered Accounts, Excellent MS Excel skills
Nice to Have
Knowledge of brokerage industry, Experience in brokerage industry, Completion of financial services industry program, Enrolment in financial services industry program, Bilingual (verbal and written) in French and English
What You'll Do.
Process RESP withdrawals
Process RESP transfer requests
Coordinate ESDC grant files
Reconcile RESP grant payment
How You'll Work.
Team & Collaboration
Work with Trustee; Work with ESDC
Communication Scope
Written communicator; Verbal communicator
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