Plan Design Specialist
2 weeks ago
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.
- 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.
- Bilingual (French/English).
- Knowledge of Canadian Retirement products and client products.
- Experience in Operations.
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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