Savings and Retirement Operations Specialist
1 week ago
We are seeking a highly skilled and bilingual Savings and Retirement Administrator to join our team. As a key member of our Savings and Retirement Operations department, you will be responsible for the administration of 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 a focus on Non-Registered, Registered Retirement Savings Plans, and Tax-Free Savings Accounts.
- Issue new policies, rollovers, switches, additional deposits, beneficiary changes, title changes, surrenders, and other changes or transactions on new or existing client policies.
- Assess, process, and complete all administrative service requests from internal and external clients related to Savings & Retirement products.
- Provide excellent client relationship and servicing of our advisors, MGAs, policyholders, and 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, investigating discrepancies, and making basic corrections.
- 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, including annual administrative projects and key projects to support Savings & Retirement department goals and 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.
- 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).
- 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.
- Additional paid volunteer day each year.
- Immediate enrollment in the company's pension program with employer matching.
This is an exciting opportunity to join our team and contribute to the success of our Savings and Retirement Operations department. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply.
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