Altis Technology
Supervisor of Registered Plans in Toronto
Job Description
Lead a high-performing team as a Supervisor of Registered Plans in the Greater Toronto Area with a hybrid work model. This role emphasizes accuracy and compliance in financial services transactions.
Our client, a respected organization in the financial services sector, seeks a Supervisor for its Registered Plans team. You will collaborate with leadership to enhance processing efficiency while ensuring the team's operational excellence. With 10+ years of experience in administration, this role combines team leadership and client-focused service in a supportive environment.
Key Responsibilities:
• Oversee daily operations for registered plan transactions
• Manage and support a team of administrators
• Review and approve complex financial transactions
• Provide guidance on registered plan inquiries to advisors
• Monitor service levels and contribute to performance improvements
Requirements:
• 10+ years in financial services, focusing on administration
• In-de...
Our client, a respected organization in the financial services sector, seeks a Supervisor for its Registered Plans team. You will collaborate with leadership to enhance processing efficiency while ensuring the team's operational excellence. With 10+ years of experience in administration, this role combines team leadership and client-focused service in a supportive environment.
Key Responsibilities:
• Oversee daily operations for registered plan transactions
• Manage and support a team of administrators
• Review and approve complex financial transactions
• Provide guidance on registered plan inquiries to advisors
• Monitor service levels and contribute to performance improvements
Requirements:
• 10+ years in financial services, focusing on administration
• In-de...