Back to jobsServe as the primary contact for business line branches; receive phone calls, emails, and written correspondence on inquiries regarding legislation, rules, process, and procedures for various types of registered products (RRSP, LRSP, LIRA, TFSA, FHSA etc.) and respond within set timeframes consistent to firm policies and/or legislative rules
Review and process withdrawals, transfers and transactions and review all documentation provided by the field prior to completion of the transactions
Review remitted forms to process request, ensuring calculations are accurate as to the type of requests and allowable within set governmental limits
Review and process “unlocking” transactions by reviewing required government and firm documents prior to processing such withdrawals, ensuring the accuracy of the calculation of the withdrawals
Review and analyze problems, propose best solutions, and act on corrections as agreed to by the field, raising issues/proposed solutions to their Assistant Manager or Manager for further review or actions when required
Issue duplicate and amended tax receipts for contributions or transfers as requested by the field
Review exception/non-exception reports as assigned to ensure that transactions processed adhere to Scotia Capital, iTRADE and Scotiatrust procedures, as well as CRA rules and regulations
Actively participate in annual projects such as TFSA Rejects and RIF Rollover
Be responsible for sundry duties as assigned
