Savings and Retirement Operations Specialist
1 month ago
We are seeking a highly skilled and detail-oriented Savings and Retirement Administrator to join our team. As a key member of our Savings and Retirement Operations department, you will be responsible for administering 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 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, including inbound and outbound email, phone, mail, fax, and following up on pending requests.
- Reconcile simple accounts by verifying ledger entries, investigate discrepancies, and make basic corrections.
- Accurately handle requests within the same day or otherwise specified service standard times.
- Adhere to and participate in Gatekeeper rotation accountabilities, including handling the Gatekeeper queue, indexing/printing items into OnBase, preparing journal entries, investigating and identifying incoming work received, and 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.
- Bilingual in French and English (written and spoken).
- 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.
- University degree, College Diploma in Business, or equivalent work experience.
- Must be comfortable working overtime during peak times.
- 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.
- Regular EQ Together events focused on company togetherness and collaboration.
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