Administration Officer [Scotiabank] Jobs
By CareerBeacon At Sherbrooke, Quebec, Canada
Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RRSPs/RRIFs, TFSAs, non-registered investments and applicable taxrelated issues
You will work with a Advisors, as well as a larger Regional team of Administrators.
You will maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.
You will ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently.
You will liaise with Accountants and third parties to provide tax documents or statements as requested.
You will perform general office duties, including reception coverage, when required.
Administration Officer Jobs
By MD Financial Management | Gestion financière MD At Sherbrooke, Quebec, Canada
Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RRSPs/RRIFs, TFSAs, non-registered investments and applicable taxrelated issues
You will work with a Advisors, as well as a larger Regional team of Administrators.
You will maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.
You will ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently.
You will liaise with Accountants and third parties to provide tax documents or statements as requested.
You will perform general office duties, including reception coverage, when required.