Savings and Retirement Administrator
5 days 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 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.
- 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.
- Provide excellent client relationship and servicing of our advisors, MGAs, policyholders, and wholesaler team through all channels.
- 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 & objectives.
- Continued analysis of current procedures and identify/recommend procedural improvements, providing feedback and updates to procedures.
- 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.
- 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.
- An additional paid volunteer day each year.
- Immediate enrollment in the company's pension program with employer matching.
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Savings and Retirement Administrator
4 hours ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout the RoleWe 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...
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Savings and Retirement Administrator
1 week ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout the RoleWe 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...
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Savings and Retirement Administrator
1 week ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout the RoleWe 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...
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Savings and Retirement Administrator
1 week ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout the RoleWe 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...
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Savings and Retirement Administrator
1 week ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout the RoleWe 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...
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Savings and Retirement Administrator
2 hours ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout the RoleWe 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...
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Savings and Retirement Administrator
6 days ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout the RoleWe 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...
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Savings and Retirement Administrator
3 hours ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout the RoleWe 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...
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Savings and Retirement Administrator
5 days ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout the RoleWe 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...
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Savings and Retirement Administrator
5 days ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout the RoleWe 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...
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Savings and Retirement Administrator
5 days ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout the RoleWe 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...
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Savings and Retirement Administrator
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Ottawa, Ontario, Canada Equitable Full timeSavings and Retirement Administrator (Bilingual) Job Description Administer and manage new business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, and Tax-Free Savings Accounts, ensuring accurate and timely processing. About the Role The Savings and Retirement Administrator is responsible for the administration of new...
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Savings and Retirement Operations Specialist
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Ottawa, Ontario, Canada Accoravillage Full timeSavings and Retirement Administrator RoleWe 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...
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Savings and Retirement Operations Specialist
1 week ago
Ottawa, Ontario, Canada Accoravillage Full timeSavings and Retirement Administrator RoleWe 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...
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Savings and Retirement Operations Specialist
1 week ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout the RoleWe are seeking a highly skilled and bilingual 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...
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Savings and Retirement Operations Specialist
1 week ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout the RoleWe are seeking a highly skilled and bilingual 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...
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Savings and Retirement Operations Specialist
1 week ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout the RoleWe 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 various savings and retirement products.Key ResponsibilitiesAdminister and follow...
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Savings and Retirement Operations Specialist
1 week ago
Ottawa, Ontario, Canada Accoravillage Full timeAbout the RoleWe 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 various savings and retirement products.Key ResponsibilitiesAdminister and follow...
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Strategic Retirement Advisor
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Strategic Retirement Advisor
1 week ago
Ottawa, Ontario, Canada Aon Full timeAon is Recruiting a Retirement ConsultantWe are seeking a skilled Retirement Consultant to join our growing Small & Medium Enterprise (SME) team at Aon. As a key member of our team, you will be responsible for providing expert advice on defined contribution retirement savings plans to our clients.About the Role:Develop and implement strategic plans to...
