{"id":4183634,"url":"https://alion.io/job/questrade-administrator-registered-plans","title":"Administrator, Registered Plans","company":{"id":58127,"name":"Questrade","domain":"questrade.com","url":"https://alion.io/company/questrade","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Dayforce","truth_index":{"grade":"A","score":95,"open_postings":9,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":62,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Administrative","role_family":"Administrative","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Rosario, Argentina"],"countries":["AR"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Google Sheets","optional":false},{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-26T04:00:00Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-12T17:54:14Z","board_verified":true,"closed_at":null,"days_open":17,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":17},"description":".What’s in it for you as an employee of QFG?\nHealth & wellbeing resources and programs \nPaid vacation and personal days for work-life balance\nCompetitive compensation and benefits packages\nWork-life balance \nCareer growth and development opportunities\nOpportunities to contribute to community causes\nWork with diverse team members in an inclusive and collaborative environment\n\nWe’re looking for our next Administrator, Registered Plans Could It Be You?\nThe Administrator, Registered Plans will be expected to administer government-sponsored savings and investment plans and ensure the timely and accurate processing of a wide variety of client requests to service and maintain their accounts. In Canada, registered accounts must adhere to rules set by the Canada Revenue Agency (CRA) in exchange for certain tax advantages to the account-holder. These function similarly to retirement and savings plans in other countries, like a 401(k) or IRA in the U.S.A (which are similar to an RRSP in Canada) or an ISA in the U.K. (which is similar to a TFSA in Canada).\n\nNeed more details? Keep reading…\nThe Administrator is a critical member of our Back-Office Operations team. This role is responsible for ensuring the accurate and compliant setup, maintenance, and servicing of client investment accounts governed by specific Canadian tax regimes (e.g., RRSP, RRIF, RESP, TFSA, FHSA). The Administrator will ensure that all actions comply with relevant government regulations (i.e., CRA in Canada) to maintain the tax-advantaged status of client accounts. This role ensures the timely, accurate, and compliant processing of documents and transactions, directly impacting the integrity of client records and the firm's overall service delivery\n\nSo are YOU our next Administrator, Registered Plans You are if you…\nProcess a high volume of diverse client-initiated requests, including: Withdrawals, Internal Fund and Position transfers, FX conversions, estates processing, and other account maintenance activities. \nEnsure the accurate and compliant execution of high-risk operational functions, such Payments, following strict internal controls.\nReview registered-plan specific account opening documents to confirm accuracy and ensure the proper set up accounts.\nReview and validate various reports to ensure that year-end client tax slips are generated correctly for these types of accounts, and that tax reporting XMLs are created accurately and in line with the required specifications. \nReview incoming client paperwork and forms for completeness, accuracy, and adherence to regulatory requirements (e.g., signatures, required documentation).\nInvestigate client queries and respond accordingly while maintaining exceptional levels of client service \nInvestigate and correct errors related to account setups, maintenance changes, or money movement processing.\nAssures accurate and efficient administration of client cash and account management.\nComplete daily processing within departmental standards, and according to service level agreements, regulatory requirements and Questrade policies. \nCollaborate with other Questrade departments as required, namely Front Office teams, to resolve complex client service issues and discrepancies.\nAssist in creating and maintaining team policies and procedures.\nInput and verify data in core brokerage systems and industry platforms.\nMaintain organized electronic documentation and audit trails for all processed requests.\nAdhere strictly to anti-money laundering (AML), Know Your Customer (KYC), and other regulatory procedures during account maintenance and servicing activities.\nRemain current on all internal policies and industry regulations pertaining to account administration and client data privacy.\nPerform any other duties as required and/or assigned.\nCollege or University graduate or equivalent (preferably in administration and/or finance area).\n2+ years of relevant work experience in an administrative, accounting, or operations role, preferably within a regulated industry (e.g., financial services, insurance, healthcare).\nBasic understanding of financial services compliance standards (e.g., KYC, AML).\nExperience working in a bank or fintech within an operations or client servicing role is an asset.\nUnderstanding of government-sponsored savings and investment accounts in Canada, the U.S.A., or the U.K. is an asset. \nA strong understanding of the investment industry is an asset. \nExcellent analytical and problem-solving skills, with an extraordinary attention to detail.\nStrong critical thinking and ability to decompose complex concepts into simple and compelling messages.\nCurious and engaged, who takes ownership of their own learning journey by asking questions and seeking out new information.\nStrong communication skills and the ability to collaborate effectively.\nProven experience with G-Suite or Microsoft Office, especially Excel/Google Sheets.\nPositive attitude and strong client orientation.\nExcellent time management and organizational skills.\nAble to multitask, and prioritize and re-prioritize workload as needed.\nAbility to work independently in a fast paced environment.\nCompletion of Financial and/or investment certifications is highly valuable.\nExperience using complex financial software such as Broadridge BPS is an asset.\nSounds like you? Click below to apply!","description_format":"text","description_chars":5345,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Digital Banks & Neobanks","Mortgage Lending & Brokers","Investing Apps & Robo-Advisors","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-11-12T17:54:14Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":17,"expected_fill_days":62,"reasons":["conf:1","win:early","comp:junior"],"computed_at":"2026-11-12T19:03:16Z"},"pay":null,"html_url":"https://alion.io/job/questrade-administrator-registered-plans","json_url":"https://alion.io/job/questrade-administrator-registered-plans.json","meta":{"generated_at":"2026-11-12T19:03:16Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":40123,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":58127},"rest":"https://alion.io/mcp/rest/get_company?id=58127"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fquestrade-administrator-registered-plans"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fquestrade-administrator-registered-plans"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fquestrade-administrator-registered-plans"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/questrade-administrator-registered-plans\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fquestrade-administrator-registered-plans"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4183634}},{"tool":"search_jobs","arguments":{"company":"questrade.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4183634},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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