Senior Associate, Registered Plans And Payment Services
Administered client's RRIF and LIF accounts on Broadridge/ADP by processing payments, unlockings, financial hardships and temporary incomes using cash, securities and mutual funds. Approved client's RSP/LIRA to RRIF/LIF transfers to ensure compliance with legislation. Authorized wire transfer payments up to $10,000,000.00 for client accounts. Audited.