Savings and Retirement Expert
2 weeks ago
At Equitable Life of Canada, we're seeking a highly skilled Savings and Retirement Administrator to join our team. The successful candidate will be responsible for administering new business and in-force transactions for various savings and retirement products. Key responsibilities include acting as a gatekeeper, handling emails and inbound calls, and providing exceptional customer service to internal and external clients.
Key Responsibilities:
- Administer and follow processes for various savings and retirement products.
- Issue new policies, rollovers, switches, and other transactions.
- Assess, process, and complete administrative service requests from internal and external clients.
- Provide excellent customer service through various channels.
- Reconcile simple accounts and investigate discrepancies.
- Participate in project work and provide procedural improvements.
Requirements:
- Passion for customer service and attention to detail.
- Ability to prioritize and organize effectively.
- Excellent verbal and written communication skills.
- Strong analytical and problem-solving skills.
- Prior experience in savings and retirement industry.
What We Offer:
- A healthy work-life balance.
- Annual bonus program and benefits.
- Additional volunteer day and pension program.
- Tuition support and employee resource groups.
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