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Savings & Retirement Administrator
2 months ago
Join our team at Equitable, a company that values growth and collaboration, and take the first step towards a fulfilling career.
About the RoleThis is a hybrid role that requires a positive, high-energy individual to join our Savings and Retirement Operations team. As a Savings and Retirement Administrator, you will be responsible for the administration of new business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, and Tax-Free Savings Accounts.
Key Responsibilities- Administer and follow processes for all products, including segregated funds, GIAs, and legacy products, with different procedures for two main systems.
- Issue new policies, rollovers, switches, additional deposits, beneficiary changes, title changes, surrenders, and any other changes or transactions on new or existing client policies.
- Assess, process, and complete all administrative service requests from internal and external clients as it pertains to Savings & Retirement products.
- Provide excellent client relationship and servicing of our advisors, MGAs, policyholders, and/or wholesaler team through all channels.
- Reconcile simple accounts by verifying ledger entries, investigate discrepancies, and make basic corrections.
- Accurately handle requests within same day or otherwise specified service standard times.
- Participate in project work, including annual administrative projects and key projects to support Savings & Retirement department goals & objectives.
- Continued analysis of current procedures and identify / recommend procedural improvements.
- Actively contribute as a team member and participate in ongoing training and cross-training functions.
- Passion and excellent customer servicing skills.
- Commitment to detail and accuracy.
- Ability to prioritize and organize effectively to meet deadlines.
- Excellent verbal / written communication and interpersonal skills.
- Strong analytical and problem-solving skills.
- Prior experience or knowledge in Savings & Retirement industry, including market disruption, market timing, frequent trading, and late trading policy and procedures.
- Excellent PC skills, intermediate Excel skills.
- University degree, College Diploma in Business or equivalent work experience.
- A healthy work-life balance with employee wellness top of mind.
- Annual bonus program, annual vacation allowance, and company-paid benefits program.
- An additional paid volunteer day each year.
- Immediate enrollment in the company's pension program with employer matching.
- Employee resource groups that support an inclusive work environment.
- Tuition support and specialized program assistance.
- An onsite full-service cafeteria with a variety of daily options.
- Discounts on company products and services, and access to exclusive employee perks.
