Savings & Retirement Administrator

3 weeks ago

Waterloo, Canada Equitable Life of Canada Full time

At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join Equitable Life today.

**Position Title**: Savings & Retirement Administrator

**Reports To**: Supervisor, Savings & Retirement Operations

**Department**: Savings & Retirement

**Term**: Permanent Full-Time

**Work Arrangements**: The initial training for this role will be in person at our Waterloo office for approximately 4 months. After training this role will work from home until our office renovations are complete. Once office renovations are complete (approximately September 2023), this role will move to a hybrid work model, coming into the office a minimum of 2 days per week, every other week on designated days.

**The Opportunity**: We are looking for a positive, high energy and team-oriented individual to join our team. The Savings and Retirement Administrator is a great career builder as proficiency in the role can lead to Senior Savings & Retirement Administrator or other roles within Equitable Life of Canada.

**What you will be doing**:

- Administer and follow processes for all products which include segregated funds, GIAs, and legacy products with different procedures for two of our 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 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
- Adherence to and participation 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 (ex. Verification of Annuity, Tax Free Savings Account discrepancy review, FATCA / CRS review, etc.) 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 Contact Centre phone line (during peak times phone scheduling may be up to 100%, and as low as 10% during non-peak times)

**What you will bring**:

- Passion and excellent in 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
- University degree, College Diploma in Business or equivalent work experience
- Must be comfortable to work overtime during peak times

**What’s in it for you**:

- 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
- A company subsidized cafeteria with a variety of daily options
- Discount

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