Plan Design Specialist

2 weeks ago


Toronto, Ontario, Canada Compunnel Inc. Full time
Job Description

The Plan Design Specialist at Compunnel Inc. plays a crucial role in setting up plans and creating comprehensive documentation to ensure compliance with internal processes and regulations set by federal and provincial pension authorities.

Key Responsibilities:
  • Plan Setup:
    • Set up plans and policies on the administrative system with high quality.
    • Ensure all setups adhere to company procedures and regulatory requirements.
    • Collaborate with relevant departments to gather necessary information for plan setup.
  • Documentation Creation:
    • Develop and maintain comprehensive documentation for each plan, ensuring clarity and completeness.
    • Create contractual documents and websites pertaining to the policies.
    • Update existing documentation as needed to reflect changes in procedures or regulations.
    • Ensure all documentation meets compliance standards set by federal and provincial pension authorities.
  • Collaboration and Communication:
    • Collaborate with plan design subject matter experts, team members, and other project resources.
    • Provide open and honest feedback to the project team.
    • Actively participate in team discussions, trainings, and meetings.
    • Proactively seek information and clarity when questions arise.
Requirements:
  • Strong organizational skills with the ability to manage priorities independently in a rapidly changing environment.
  • Proficiency in MS Office, including Word and Excel.
  • Ability to work independently with minimal supervision.
  • Experience in data entry.
  • Comfortable writing and responding to emails, and handling inquiries from clients.
Preferred Qualifications:
  • Bilingual (French/English).
  • Knowledge of Canadian Retirement products and client products.
  • Experience in Operations.
Education:

College diploma or equivalent business experience.

Compensation:

$55,000 - $65,000 per year, depending on experience.

About Us:

Compunnel Inc. is a leading provider of innovative solutions in the retirement planning industry. We are committed to excellence and offer a dynamic work environment that encourages growth and development.



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