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Registered Plans Administrator

Central 19 days ago
Hybrid
Vancouver, BC
CA$55,000 - CA$65,000/annual
Mid Level
full_time

Top Benefits

Generous annual vacation
Retirement plan with 6% match
Variable annual incentive plan

About the role

Central 1 cooperatively empowers credit unions and other financial institutions to deliver banking choice to Canadians. Central 1 provides critical services at scale to enable a thriving credit union system. We do this by collaborating with our clients, developing strategies, products and services to support the financial well-being of their more than 5 million diverse customers in communities across Canada. For more information, visit

www.central1.com

.

What we offer:

  • Work-life flexibility

  • Hybrid work environment

  • One time allowance to set up your office for remote first employees

  • Variable annual incentive plan

  • Generous annual vacation allotment

  • Top-notch flexible benefits plan including family building and gender affirmation

  • Retirement Plan, matched contributions at 6%

  • Access to a learning platform and educational assistance support

  • Access to a virtual wellness platform

  • Career development opportunities

  • Wellness Flex Fund to support personal interest and activities

  • Day off to volunteer in your community and other paid time off options

  • Corporate discounts

  • subject to employment agreement

Job Summary:

We’re looking for a detail-oriented, customer-focused Registered Plans Administrator to join the Central 1 Team. In this role, you’ll support the administration, training, and compliance of Registered Products, including RRSPs, RRIFs, RESPs, TFSAs, FHSAs, and RDSPs. You’ll also provide backup coverage for order entry and administration during absences, high-volume periods, or special projects.

What you'll be doing:

  • Provide primary and backup administration support for RDSPs, RESPs, TFSAs, RRSPs, FHSAs, and RRIFs.
  • Process daily transactions, including deposits, withdrawals, transfers, contributions, rollovers, and maturities.
  • Ensure all data from credit unions and agents is accurate, complete, and compliant with legislation.
  • Manage monthly electronic files for Employment and Social Development Canada (ESDC) and remit incentive funds to credit unions and agents.
  • Assist members, credit unions, and agents with questions regarding federal and provincial grants, bonds, or other incentives.
  • Deliver training and guidance on registered products to credit union/agent staff, in person or remotely.
  • Support back-office functions, including account reconciliations, estate-related inquiries, tax-season activities, statements, audits, and system testing.
  • Maintain accurate member and client records, including closed accounts, returned mail, and secure electronic storage.

What you have:

  • 2+ years post-secondary education in Finance, Business Administration, or equivalent combination of education and experience.
  • 3–6 years of progressively responsible experience, preferably in registered plan administration.
  • Completion of the Canadian Securities Course or Canadian Investment Funds Course is an asset.
  • Strong knowledge of tax-deferred products (RRSP, RRIF, TFSA, LIRA, LRIF, RLIF, RLSP, RESP, FHSA, RDSP).
  • Exceptional attention to detail, analytical skills, and ability to multitask in a fast-paced environment.
  • Excellent communication and customer service skills.
  • Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, SharePoint, Adobe).
  • Understanding of federal and provincial pension legislation, estate and trust legislation, and regulatory reporting requirements.

Salary range: $55,000-$65,000

The salary range represents the job rate determined for the successful candidate who is fully competent in the role. The actual salary will vary depending on market conditions and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.

#LI-Hybrid

Central 1 is an equal opportunity employer and committed to building an inclusive workforce by creating an environment where everyone feels like they belong and has the opportunity to be successful. We welcome all applicants to join our diverse workforce and we will provide an accessible candidate experience including, but not limited to accommodations to interview sites and alternate formats upon request to our Recruitment team.

About Central 1

Banking
501-1000

Central 1 cooperatively empowers credit unions and other financial institutions who deliver banking choice to Canadians.

Central 1 provides critical services at scale to enable a thriving credit union system. We do this by collaborating with our clients, developing strategies, products, and services to support the financial well-being of their more than 5 million diverse customers in communities across Canada.

For more information, visit www.central1.com.