Eduardo Kerrigan
Registered Plans Administrator @Aviso Wealth
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WORK HISTORY
Registered Plans Administrator @Aviso Wealth
Toronto, ON, CA
The administration of registered plan products and processing of requests such as de-registration, un-locking, specialized withdrawals, etc.Ensure that registrations, contributions, and withdrawals meet the regulatory deadlines for RESPs, RSPs, TFSAs, RIF accounts, etc.Investigate, respond, and resolve all registered plan related inquiries within SLA deadlines, escalating any issues that require management review and interventionCompletion of MFDA and IIROC Registered Plan audits within internal and regulatory deadlinesWorking closely with Tax, Estates, Transfers, New Accounts and Client Account Maintenance for any updates required to registered plansActively participate in Registered Plan Committee Meetings to ensure that trustee and regulatory changes are implemented into procedures and manuals, ensuring they are updated and currentRemain current on CRA, RQ, HRSDC and trustee regulations through the review of legislation, press releases, and industry information bulletins
EDUCATION
Universidad ESAN
Financial manager
Pontificia Universidad Católica del Perú
Master of Business Administration (M.B.A.), Business Administration and Management, General
Universidad Ricardo Palma
Bachelor of Technology (B.Tech.), Industrial Engineering
SKILLS
ABOUT EDUARDO KERRIGAN
Strategic thinker with a keen analytical mindset, excelling in identifying opportunities and crafting effective long-term strategies. Proactive leader driving results through collaboration, empowering teams for exceptional performance. Adept financial analyst with a focus on customer loyalty and building strong connections. Exceptional multitasker delivering timely results with meticulous attention to detail. Committed to maintaining customer knowledge standards, ensuring compliance through over 15 years in the Banking and Finance Industry. Proficient in MS Office Suite, Database Management, and Internet Applications. Accomplished team player with extensive administrative, customer service, and sales expertise. Exceptional communication skills, fostering engagement with diverse audiences while adapting services to unique customer needs.
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