Senior Savings Administrator
5 days ago
Equitable Life of Canada is seeking a skilled and dedicated individual to join our team as a Savings & Retirement Administrator. This exciting role offers the chance to build a career in a dynamic and collaborative work environment.
About the RoleThe successful candidate 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 include:
- Issuing new policies, rollovers, switches, additional deposits, beneficiary changes, title changes, surrenders, and other changes or transactions on new or existing client policies;
- Assessing, processing, and completing all administrative service requests from internal and external clients related to Savings & Retirement products;
- Providing excellent client relationship and servicing of advisors, MGAs, policyholders, and/or wholesaler teams through various channels;
- Reconciling simple accounts by verifying ledger entries, investigating discrepancies, and making basic corrections;
- Handling requests within specified service standard times;
To succeed in this role, you should possess:
- Prior experience or knowledge in the Savings & Retirement industry, including market disruption, market timing, frequent trading, and late trading policies and procedures;
- Excellent verbal and written communication skills;
- Strong analytical and problem-solving skills;
- Proficiency in PC skills and intermediate Excel skills;
- A university degree or college diploma in Business or equivalent work experience;
We offer a competitive salary of $65,000 - $85,000 per year, based on qualifications and experience. Additional benefits include an annual bonus program, annual vacation allowance, company-paid benefits program, and more.
About the CompanyEquitable Life of Canada is a leading life insurance company committed to providing equal access to employment opportunities across our organization. We strive to create a positive and inclusive work environment that fosters growth and success.
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