Savings & Retirement Administrator

5 days ago

Kitchener, Ontario, Canada Equitable Full time
Job Summary

We are seeking a highly skilled and detail-oriented Savings & Retirement Administrator to join our team at Equitable. As a key member of our Savings & Retirement Operations department, you will be responsible for administering new business and in-force transactions for various savings and retirement products.

Key Responsibilities
  • Administer and follow processes for all products, including segregated funds, Guaranteed Investment Accounts (GIAs), and legacy products, with different procedures for two main systems as it pertains to Non-Registered, Registered Retirement Savings Plans, and Tax-Free Savings Accounts.
  • 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.
  • Provide excellent customer service to internal and external clients through written and verbal contact using plain language and in a spirit of partnership.
  • Reconcile simple accounts by verifying ledger entries; investigate discrepancies, and ability to make basic corrections.
  • Accurately handle requests within same day or otherwise specified service standard times.
  • Adhere to and participate in Gatekeeper rotation accountabilities, including but not limited to handling the Gatekeeper queue, indexing/printing items into OnBase, preparing journal entries, investigating and identifying incoming work received, handling mail.
  • Participate in project work ranging from annual administrative projects to key projects to support Savings & Retirement department goals & objectives.
  • Continued analysis of current procedures and identify/recommend procedural improvements, providing feedback and updates to procedures to ensure up-to-date information for processes.
  • Actively contribute as a team member.
  • Participate in ongoing training and cross-training functions to become proficient in all aspects of the role.
  • Provide training to other S&R Administrator staff and Operations team members as required.
  • Adhere to daily entering of overtime and out of productivity measures.
  • Work with flexibility and adherence to schedule for answering/placing inbound/outbound calls to S&R Client Care Centre phone line.
Requirements
  • Possession of a University degree, College Diploma in Business or equivalent work experience.
  • 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: Market Disruption, Market timing, Frequent Trading and late Trading policy and procedures as it extends to same day processing, Industry products, regulatory requirements and/or taxation, compliance requirements for thorough transaction handling on all Non-Registered products for, anti-money laundering legislation, FATCA/CRS, Politically exposed persons, etc.
  • Excellent PC skills, intermediate Excel skills.
  • Must be comfortable to work overtime during peak times.
What We Offer
  • 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 so you can spend time giving back to the community.
  • 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.
  • Regular EQ Together events focused on company togetherness and collaboration.

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