Retirement Plan Specialist

1 month ago

Toronto ON, Canada Compunnel Inc. Full time

Story Behind the Need:

  • Business Group:
    Project – Establishing policies, adhering to procedures, and creating documentation for plans.

Candidate Value Proposition:
The successful candidate will have the opportunity to network and gain entry into client. This role offers experience in project management and business administration, allowing the candidate to expand their skill set.

Job Description:

Reporting to the Manager of Plan Setup & Documentation, the Plan Design Specialist is primarily responsible for setting up plans and creating documentation based on data and established procedures. This role requires a high level of attention to detail to ensure compliance with internal processes and regulations set by federal and provincial pension authorities. The responsibilities of this position vary in complexity and include the following accountabilities:

Job Responsibilities:

Plan set up:

  • Set up plans and policies on the administrative system with a high degree of quality.
  • Ensure all setups adhere to company procedures and regulatory requirements.
  • Collaborate with relevant departments to gather necessary information for plan setup.

Documentation Creation:

  • Develop and maintain comprehensive documentation for each plan, ensuring clarity and completeness.
  • Create contractual documents and websites pertaining to the policies.
  • Update existing documentation as needed to reflect changes in procedures or regulations.
  • Ensure all documentation meets compliance standards set by federal and provincial pension authorities.
  • Liaison with business areas supporting the project.

Collaboration and Communication:

  • Collaborate with plan design subject matter experts, team members, and other project resources.
  • Provide open and honest feedback to the project team.
  • Actively participate in team discussions, trainings, and meetings.
  • Proactively seek information and clarity when questions arise.
  • Solicit feedback from team members.

Required Qualifications:

  1. Strong organizational skills with the ability to manage priorities independently in a rapidly changing environment.
  2. Proficiency in MS Office, including Word and Excel.
  3. Ability to work independently with minimal supervision.
  4. Experience in data entry.
  5. Comfortable writing and responding to emails, and handling inquiries from clients.

Preferred Qualifications:

1. Bilingual (French/English).

2. Knowledge of Canadian Retirement products and client products.

3. Experience in Operations.

Education:
College diploma or equivalent business experience.

Soft Skills:

  • Strong attention to detail and ability to identify inconsistencies
  • Strong interpersonal and communication (written & verbal) skills..
  • Self-starter with great initiative who works well in a fast-paced environment.
  • Responds to challenges and opportunities in a positive and productive manner.
  • Strong mathematical aptitude.
  • Resilient and adaptable to change.
  • Strong team player with the ability to collaborate between departments and other locations.

Best vs. Average:

The ideal candidate is proficient in Excel and has experience with data entry. Due to previous language barriers, it is essential that the candidate is fluent in English, with strong communication skills, both spoken and written. The nature of the tasks requires someone who can thoroughly review documentation in English.

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