Registered Products Administrator

Requisition ID: 238514

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Registered Products Administrator is responsible for various processes, procedures and transactions requested by the field for registered plans across all business lines that they serve. The focus of this position includes communications with front-office staff regarding client transactions such as answering questions related to legislation and governing rules for all types of registered plans those businesses offer. The incumbent will review transaction requests and any accompanying documentation to ensure accuracy and completeness prior to processing.

Is this role right for you? In this role you will:

• Review and process transactions in RESP accounts and maintenance of notional information
• Review forms remitted to process requests ensuring calculations are accurate as to type of requests and allowable within set governmental limits
• Be responsible for monthly and annual filing for grants and other incentives from the Canada Education Savings program, the Quebec Education Savings Incentive (QESI) and government incentive programs as required
• Analyze and resolve problem items, propose best solutions and act on corrections as agreed by manager and if required, raise issues/proposed solutions to Management for further review or actions
• Review and process special withdrawals/transfers/transactions by reviewing all documentation provided by the field on such transactions prior to completion of the transactions
• Review exception/non-exception reports as assigned to ensure that transactions processed adhere to Scotia Capital and Scotiatrust procedures as well as CRA/ESDC (for RESP accounts) rules and regulations
• Sundry duties as assigned
  
  

Skills

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• Business education and/or investment industry experience
• Familiarity with regulatory/compliance aspects of registered education savings plans including but not limited to rules pertaining to the Canada Education Savings Grant, Canada Learning Bond, Enhanced Canada Education Savings Grant, and Provincial Grants
• An ability to manage multiple tasks, priorities, and projects
• Must be a self-starter and independent task oriented, to work with minimum supervisor based on guidance from senior management
• Strategic and analytical attributes
• Effective communication skills (both verbal and written) and strong interpersonal skills
• An ability to keep an organized work environment with a focus on accuracy/quality
• Strong analytical skills
• A clear focus on client service including solving problems correctly
• Demonstrated decision making skills
• A focus on efficiency
• An ability to be a team player
  
  

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.