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Savings and Retirement Administrator

2 months ago

Ottawa, Ontario, Canada Accoravillage Full time
About the Role

We are seeking a highly skilled and detail-oriented Savings and Retirement Administrator to join our team at Accoravillage. 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/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, investigating discrepancies, and making basic corrections.
  • 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.
Requirements
  • Bilingual in French and English (written and spoken).
  • University degree, College Diploma in Business, or equivalent work experience.
  • Must be comfortable working overtime during peak times.
  • Additional paid volunteer day each year to spend time giving back to the community.
  • Immediate enrollment in the company's pension program with employer matching.
About Accoravillage

Accoravillage is a dynamic and growing company that values its employees and provides opportunities for growth and development. We offer a comprehensive benefits package, including a pension plan, and a positive work environment that promotes work-life balance.