Senior Group Retirement Solutions Coordinator

4 weeks ago

Halifax, Nova Scotia, Canada Recrute Action Full time

About the Role:

We are seeking a highly skilled and experienced individual to join our team as a Senior Group Retirement Solutions Coordinator. In this role, you will be responsible for coordinating large-scale client retirement plan transfers from previous service providers.

Key Responsibilities:

  • Assist the Implementation Manager in coordinating large case client retirement plan transfers from previous service providers
  • Manage project tasks related to complex plan amendments and client plan changes
  • Provide support and information to Client Relationship Managers and Account Executives particularly for small to mid-size clients
  • Serve as the primary contact with a client's previous service provider during large-case implementations ensuring timelines and expectations are met
  • Project manage tasks to ensure completion according to set timelines providing regular updates to stakeholders
  • Apply your understanding of legislative product and privacy guidelines to ensure compliance during plan transfers
  • Prepare and participate in weekly project status meetings coordinating efforts with other departments as needed
  • Proactively manage issues by anticipating process outcomes and ensuring all necessary steps are completed for smooth transitions

Requirements:

  • High school diploma required
  • 12 years of relevant work experience
  • Strong technical skills with an ability to quickly learn new systems
  • Proficient in Microsoft Excel and MS Word for file manipulation and report creation
  • Solid mathematical skills to handle financial data and reconcile reports
  • Excellent verbal and written communication skills to lead project team meetings and client calls
  • Strong problem-solving and negotiation skills with the ability to foresee the impact of issues and solutions
  • Customer service orientation with a focus on delivering excellence
  • Proven ability to manage multiple projects under tight timeframes
  • Attention to detail with strong problem-solving skills
  • Ability to remain calm under pressure and manage high volumes of work
  • Proven ability to maintain professionalism while delivering sensitive complex information
  • Highly independent with the ability to seek guidance only in exceptional cases
  • Strong project management skills with the ability to execute multiple projects simultaneously
  • Knowledge of the group pension industry in Canada is an asset
  • Experience within the banking or retirement industry is a plus

What We Offer:

  • Hourly salary of $21.02
  • 6-month contract with the potential for permanent employment
  • Full-time position: 37.50 hours per week
  • Weekday schedule from 8 am to 4 pm or 9 am to 5 pm with optional overtime
  • Enjoy the flexibility of remote work

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