Savings & Retirement Administrator

4 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.

**Reports To**: Supervisor, S&R Operations

**Department**: Savings and Retirement

**Term**: Permanent Full-Time

**Work Arrangements**: The initial training for this role will be in person in our Waterloo office, for approximately 4 months. After training this role will be working from home during our office renovations, then moving to a hybrid work environment (approximately September 2023), 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, proficiency in the role can lead to Senior Savings & Retirement Administrator or other roles within our Equitable Life of Canada.

**What you’ll do**:

- 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
- Issuing of 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’ll need**:

- 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**:

- Hybrid work arrangements available for most roles
- A healthy work-life balance with employee wellness top of mind
- Annual bonus program, generous 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
- Discounts on company products and services, and access to exclusi

  • Savings & Retirement Administrator

    4 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...

  • 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...

  • 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...

  • Savings & Retirement Administrator

    4 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...

  • Savings and 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...

  • Savings and Retirement Administrator

    3 weeks ago

    Waterloo, Canada Equitable CA Full time

    At Equitable, 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 client-responsive staff. Join Equitable...

  • Savings and Retirement Administrator

    2 weeks ago

    Waterloo, Canada Equitable CA Full time

    At Equitable, 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 client-responsive staff. Join Equitable...

  • Savings & Retirement Administrator

    1 week ago

    Waterloo, Canada Equitable CA Full time

    At Equitable, 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 client-responsive staff. Join Equitable...

  • 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...

  • Supervisor, Savings and Retirement Operations

    4 weeks ago

    Waterloo, Canada Equitable CA Full time

    At Equitable, 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 client-responsive staff. Join Equitable...

  • Supervisor, Savings and Retirement Operations

    3 weeks ago

    Waterloo, Canada Equitable Life of Canada Full time

    Supervisor, Savings and Retirement Operations At Equitable, 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...

  • Supervisor, Savings and Retirement Operations

    3 weeks ago

    Waterloo, Canada Equitable Life of Canada Full time

    Supervisor, Savings and Retirement Operations At Equitable, 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...

  • Supervisor, Savings and Retirement Operations

    4 weeks ago

    Waterloo, Canada Equitable Life of Canada Full time

    Supervisor, Savings and Retirement Operations Waterloo, ON, Canada Req #2290 Monday, June 3, 2024 At Equitable, 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...

  • Supervisor, Savings and Retirement Operations

    3 weeks ago

    Waterloo, Canada Equitable Life of Canada Full time

    Supervisor, Savings and Retirement Operations Waterloo, ON, Canada Req #2290 Monday, June 3, 2024 At Equitable, 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...

  • Head of Technology

    2 weeks ago

    Waterloo, Canada Equitable CA Full time

    At Equitable, 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 client-responsive staff. Join Equitable...

  • Director, Savings and Retirement Pricing

    2 weeks ago

    Waterloo, Canada Equitable CA Full time

    At Equitable, 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 client-responsive staff. Join Equitable...

  • Product Owner

    2 weeks ago

    Waterloo, Canada Equitable CA Full time

    At Equitable, 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 client-responsive staff. Join Equitable...

  • Product Owner – Savings and Retirement Operations

    1 month ago

    Waterloo, Canada Equitable Life of Canada Full time

    Product Owner – Savings and Retirement Operations Waterloo, ON, Canada Req #2268 Tuesday, May 14, 2024 At Equitable, 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...

  • Product Owner – Savings and Retirement Operations

    3 weeks ago

    Waterloo, Canada Equitable Life of Canada Full time

    Product Owner – Savings and Retirement Operations Waterloo, ON, Canada Req #2268 Tuesday, May 14, 2024 At Equitable, 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...

  • Administrative Assistant

    2 months ago

    Waterloo, Canada Schlegel Villages Full time

    **The Village at University Gates, located in Waterloo, Ontario has an exciting opportunity for a part-Time Administrative Assistant to join their team.** - You can be YOU while being a part of our family._ **How Schlegel Villages supports our Team Members**: - Ongoing training and personal growth opportunities - Benefits and access to our Employee Family...