Senior Retirement Plan Consultant

2 weeks ago

Ottawa, Canada The Burke Group: Human Resources Specialists Full time

Senior Group Retirement Service Representative - Our client is a trusted leader in providing group benefits and retirement solutions. With over 40 years of industry experience, their mission is to empower clients through expert advice and innovative services. They are dedicated to nurturing a collaborative and supportive work environment.

They are looking for a driven, detail-oriented Senior Group Retirement Service Representative to join their Group Retirement Practice. You’ll be working closely with Managing Consultants, Clients, and Providers. With the expanding practice, this position offers potential for growth. This position is remote with occasional requirements to meet with clients at their business locations.

What You’ll Do

- Support Clients & Team Members: Collaborate with Managing Consultants to service a diverse book of group retirement benefits business, ensuring correct and prompt documentation for group retirement plan governance and plan sponsor support.
- Governance Reporting: Prepare governance reporting and keep and organize client files in the management system while adhering to compliance standards.
- Enhance Client Experience: Provides professional, courteous service to plan sponsors and fellow team members. This will include activities such as plan set-up, plan documents, coordinating onboarding/enrollment/education, coordination of plan changes, plan amendments and problem resolution. Help prepare reporting and analyze trends.
- Drive Growth: Support the Group Retirement team in enhancing services and incorporate industry change/opportunities in the ongoing support of clients.

Qualifications and Expertise:

- Industry Expertise: 5-7 years of experience in group retirement industry, ideally in a client supporting roles, with direct involvement in plan governance and operational service. Comprehensive understanding of group retirement plans.
- Technical Proficiency: Intermediate to advanced Excel skills and Microsoft applications. With strong ability to work with numbers. Strong analytical skills with the ability to research and interpret data.
- Education & Credentials: Relevant insurance designations or licenses. RPA certification and LLQP preferred or willingness to obtain.
- Relationship-Driven Approach: Strong knowledge of major Canadian markets and relationships with record keepers and custodians. Works well in a fast-paced, client-focused environment. Ability to respond to customer needs and ask for customer feedback to improve service.
- Organizational Excellence: Superior skill set in multi-tasking and prioritization in fast-paced client-focused settings.
- Passion for Growth: An initiative-taking mindset and drive to continuously develop technical and professional ability.

Benefits:

- Competitive salary
- Comprehensive health, dental, and vision insurance
- Retirement savings plan with company match
- Professional development and training opportunities
- A supportive and positive work culture that values teamwork

How to Apply:

Interested candidates should submit their resume and a cover letter to annec@theburkegroup.com

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