Savings and Retirement Administrator
2 weeks ago
We are seeking a highly skilled and detail-oriented Savings and Retirement Administrator to join our team at Equitable Life of Canada. As a key member of our Savings and Retirement Operations team, 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 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 client relationship and servicing of our advisors, MGAs, policyholders, and/or wholesaler team through all channels (inbound and outbound email, phone, mail, fax, and following up on pending requests).
- 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 (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 Client Care Centre phone line (during peak times phone scheduling may be up to 100%, and as low as 10% during non-peak times).
- 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.
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Waterloo, Ontario, Canada Equitable Life of Canada Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Savings and Retirement Administrator to join our team at Equitable Life of Canada. As a key member of our Savings and Retirement Operations team, you will be responsible for administering new business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, and...
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Savings and Retirement Operations Specialist
2 weeks ago
Waterloo, Ontario, Canada Equitable Life of Canada Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Savings and Retirement Administrator to join our team at Equitable Life of Canada. As a key member of our Savings and Retirement Operations team, you will be responsible for administering new business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, and...
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2 weeks ago
Waterloo, Ontario, Canada Equitable Life of Canada Full timeJob Title: Manager, Savings & Retirement MarketingAt Equitable Life of Canada, we are seeking a highly skilled and experienced Marketing Manager to join our Savings & Retirement Marketing team. As a key member of our team, you will be responsible for developing and implementing marketing strategies that drive business growth and support our competitive...
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Marketing Manager, Savings
2 weeks ago
Waterloo, Ontario, Canada Equitable Life of Canada Full timeJob Title: Manager, Savings & Retirement MarketingAt Equitable Life of Canada, we are seeking a highly skilled and experienced Marketing Manager to join our Savings & Retirement Marketing team. As a key member of our team, you will be responsible for developing and implementing marketing strategies that drive business growth and support our competitive...
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Waterloo, Ontario, Canada Equitable Life of Canada Full timeJob Title: Manager, Savings & Retirement MarketingAt Equitable Life of Canada, we are seeking a highly skilled and experienced Marketing Manager to join our Savings & Retirement Marketing team. As a key member of our team, you will be responsible for developing and implementing marketing strategies that drive business growth and support our competitive...
