🎁 Questrade | Senior Analyst, Plan Year-End


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  • Link: Senior Analyst, Plan Year-End from Questrade

  • Dates: All year 2020.
  • Job location: Toronto, Canada.
  • Job description: Ensure that Questrade’s plan year-end complies with CRA regulations. Review plan year end reports to ensure accuracy and file changes with the CRA. Review monthly and annual reports and filings to government branches. Review and create internal reports in preparation for year-end processing. Investigate and respond to escalations from clients. Review rejections from CRA and refile. Research and determine Non-Qualified Investments in RSPs. Monitor work queues and take ownership of tasks assigned within Back office SLA’s. Reconcile and investigate account balances and positions against 3rd party reporting. Suggest improvement of processing.