Fidelity

Financial Services

RegisteredProductsAdministratorBilingual(RRSP&RESP)

$1–1k Toronto, Ontario, Canada; Mississauga, Ontario, Canada FULL TIME Remote Friendly
The Brief

“Registered Products Administrator Bilingual (RRSP & RESP) at Fidelity. Skills: RESP administration, Bilingual, MS Excel. Review and process documents in both official languages. Process RESP withdrawals and transfer requests”

Industry & Context.

Financial Services
Eligibility Requirements

Contract ending December 31, 2026, Work location change to Mississauga office at 3 Robert Speck Parkway, Current work authorization for Canada is required

What They're Looking For.

Must Have

Post-secondary education or equivalent work experience, 1 - 2 years’ of experience in the financial services industry, Bilingual (verbal and written) in French and English, Familiar with different account types such as Non-Registered Accounts (Cash, Margin, Joint etc. ) as well as Registered Accounts (RRSPs, TFSAs, RESPs etc), Excellent MS Excel skills, Current work authorization for Canada is required

Nice to Have

Knowledge of and/or experience in the brokerage industry, Completion of, or enrolment in, a financial services industry program (e.g. CSC)

What You'll Do.

Review and process documents in both official languages

Process RESP withdrawals and transfer requests

Coordinate timing and generation of ESDC grant files

Reconcile monthly RESP grant payments

How You'll Work.

Team & Collaboration

Effective team player; Work with product team

Communication Scope

Advanced communication skills in both languages; Written and verbal communication skills

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