Current jobs related to Savings & Retirement Administrator - Kitchener, Ontario - Equitable
-
Savings and Retirement Administrator
1 month ago
Kitchener, 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...
-
Savings and Retirement Administrator
1 month ago
Kitchener, 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...
-
Savings and Retirement Operations Specialist
1 month ago
Kitchener, Ontario, Canada Accoravillage Full timeSavings and Retirement AdministratorWe 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 and Retirement Operations Specialist
4 weeks ago
Kitchener, Ontario, Canada Accoravillage Full timeSavings and Retirement Administrator (Bilingual)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 and Retirement Operations Specialist
1 month ago
Kitchener, 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 Non-Registered, Registered Retirement Savings Plans, and Tax-Free Savings...
-
Marketing Manager, Savings
1 month ago
Kitchener, Ontario, Canada Equitable Life of Canada Full timeJob Title: Manager, Savings & Retirement MarketingAt Equitable Life of Canada, we are seeking a highly skilled and experienced Marketing Manager to join our Savings & Retirement team. As a key member of our marketing team, you will be responsible for developing and implementing marketing strategies that drive business growth and support our competitive...
-
Marketing Manager, Savings
1 month ago
Kitchener, Ontario, Canada Equitable Life of Canada Full timeJob Title: Manager, Savings & Retirement MarketingAt Equitable Life of Canada, we are seeking a highly skilled and experienced Marketing Manager to join our Savings & Retirement team. As a key member of our marketing team, you will be responsible for developing and implementing marketing strategies that drive business growth and support our competitive...
-
Kitchener, Ontario, Canada Accoravillage Full timeAbout the RoleWe are seeking a highly skilled Business Analyst Consultant to join our Savings and Retirement team. As a key member of our team, you will be responsible for leading and driving requirements analysis and review, identifying the most optimal requirements to meet business needs.Key ResponsibilitiesLead and drive requirements analysis and review,...
-
Kitchener, Ontario, Canada Accoravillage Full timeAbout the RoleWe are seeking a highly skilled Business Analyst Consultant to join our Savings and Retirement team. As a key member of our team, you will be responsible for leading and driving requirements analysis and review, identifying the most optimal requirements to meet business needs.Key ResponsibilitiesLead and drive requirements analysis and review,...
-
Kitchener, Ontario, Canada Equitable Full timeBusiness Analyst Consultant OpportunityWe are seeking a highly skilled Business Analyst Consultant to join our team at Equitable. As a key member of our Savings and Retirement department, you will play a critical role in driving business growth and delivering exceptional results.Key Responsibilities:Lead requirements analysis and review to identify optimal...
-
Kitchener, Ontario, Canada Equitable Full timeBusiness Analyst Consultant OpportunityWe are seeking a highly skilled Business Analyst Consultant to join our team at Equitable. As a key member of our Savings and Retirement department, you will play a critical role in driving business growth and delivering exceptional results.Key Responsibilities:Lead requirements analysis and review to identify optimal...
-
Kitchener, Ontario, Canada Equitable Full timeBusiness Analyst Consultant OpportunityWe are seeking a highly skilled Business Analyst Consultant to join our team at Equitable. As a key member of our Savings and Retirement department, you will play a critical role in driving business growth and delivering exceptional results.Key Responsibilities:Lead requirements analysis and review to identify optimal...
-
Kitchener, Ontario, Canada Accoravillage Full timeAbout the RoleWe are seeking a highly skilled Business Analyst Consultant to join our Savings and Retirement team. As a key member of our team, you will be responsible for leading and driving requirements analysis and review, identifying the most optimal requirements to meet business needs.Key ResponsibilitiesLead and drive requirements analysis and review,...
-
Kitchener, Ontario, Canada Accoravillage Full timeAbout the RoleWe are seeking a highly skilled Business Analyst Consultant to join our Savings and Retirement team. As a key member of our team, you will be responsible for leading and driving requirements analysis and review, identifying the most optimal requirements to meet business needs.Key ResponsibilitiesLead and drive requirements analysis and review,...
-
Registered Practical Nurse
4 weeks ago
Kitchener, Ontario, Canada Schlegel Villages Full timeAbout the RoleWe are seeking a compassionate and skilled Registered Practical Nurse to join our Retirement team at the Village of Winston Park. As a key member of our multidisciplinary team, you will provide high-quality personal care to our residents, supporting their physical, emotional, and social well-being.ResponsibilitiesDeliver holistic care to...
-
Registered Practical Nurse
4 weeks ago
Kitchener, Ontario, Canada Schlegel Villages Full timeAbout the RoleWe are seeking a compassionate and skilled Registered Practical Nurse to join our Retirement team at the Village of Winston Park. As a key member of our multidisciplinary team, you will provide high-quality personal care to our residents, supporting their physical, emotional, and social well-being.ResponsibilitiesDeliver holistic care to...
-
Assistant Director of Wellness Retirement
1 month ago
Kitchener, Ontario, Canada Schlegel Villages Full timeUnlock Your Potential as a Leader in Elderly CareSchlegel Villages is seeking a dedicated and compassionate Assistant Director of Wellness Retirement to join our team. As a key member of our leadership team, you will play a vital role in shaping the future of elderly care.About the RoleProvide oversight and support leadership for the clinical services of...
-
Assistant Director of Wellness Retirement
1 month ago
Kitchener, Ontario, Canada Schlegel Villages Full timeUnlock Your Potential as a Leader in Elderly CareSchlegel Villages is seeking a dedicated and compassionate Assistant Director of Wellness Retirement to join our team. As a key member of our leadership team, you will play a vital role in shaping the future of elderly care.About the RoleProvide oversight and support leadership for the clinical services of...
-
Kitchener, Ontario, Canada Waterloo Region District School Board Full timeTeaching Opportunities for Retired EducatorsWe are seeking qualified retired teachers to join our team as occasional teachers. As a retired educator, you have a wealth of experience and knowledge to share with our students.Key Responsibilities:Teach occasional classes at your retired schoolProvide educational support to students and staffCollaborate with...
-
Kitchener, Ontario, Canada Waterloo Region District School Board Full timeTeaching Opportunities for Retired EducatorsWe are seeking qualified retired teachers to join our team as occasional teachers. As a retired educator, you have a wealth of experience and knowledge to share with our students.Key Responsibilities:Teach occasional classes at your retired schoolProvide educational support to students and staffCollaborate with...
Savings & Retirement Administrator
2 months ago
We are seeking a highly skilled and detail-oriented Savings & Retirement Administrator to join our team at Equitable. As a key member of our Savings & Retirement Operations department, you will be responsible for administering new business and in-force transactions for various savings and retirement products.
Key Responsibilities- Administer and follow processes for all products, including segregated funds, Guaranteed Investment Accounts (GIAs), and legacy products, with different procedures for two main systems as it pertains to Non-Registered, Registered Retirement Savings Plans, and Tax-Free Savings Accounts.
- Issue new policies, rollovers, switches, additional deposits, beneficiary changes, title changes, surrenders, and any other changes or transactions on new or existing client policies.
- Assess, process, and complete all administrative service requests from internal and external clients as it pertains to Savings & Retirement products.
- Provide excellent client relationship and servicing of our advisors, MGAs, policyholders, and/or wholesaler team through all channels.
- Provide excellent customer service to internal and external clients through written and verbal contact using plain language and in a spirit of partnership.
- Reconcile simple accounts by verifying ledger entries; investigate discrepancies, and ability to make basic corrections.
- Accurately handle requests within same day or otherwise specified service standard times.
- Adhere to and participate in Gatekeeper rotation accountabilities, including but not limited to handling the Gatekeeper queue, indexing/printing items into OnBase, preparing journal entries, investigating and identifying incoming work received, handling mail.
- Participate in project work ranging from annual administrative projects to 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 to ensure up-to-date information for processes.
- Actively contribute as a team member.
- 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.
- Adhere to daily entering of overtime and out of productivity measures.
- Work with flexibility and adherence to schedule for answering/placing inbound/outbound calls to S&R Client Care Centre phone line.
- Possession of a University degree, College Diploma in Business or equivalent work experience.
- Excellent customer servicing skills.
- Commitment to detail and accuracy.
- Ability to prioritize and organize effectively to meet deadlines.
- Excellent verbal/written communication and interpersonal skills.
- Strong analytical and problem-solving skills.
- Prior experience or knowledge in Savings & Retirement industry: Market Disruption, Market timing, Frequent Trading and late Trading policy and procedures as it extends to same day processing, Industry products, regulatory requirements and/or taxation, compliance requirements for thorough transaction handling on all Non-Registered products for, anti-money laundering legislation, FATCA/CRS, Politically exposed persons, etc.
- Excellent PC skills, intermediate Excel skills.
- Must be comfortable to work overtime during peak times.
- A healthy work-life balance with employee wellness top of mind.
- Annual bonus program, annual vacation allowance, and company-paid benefits program.
- An additional paid volunteer day each year so you can spend time giving back to the community.
- Immediate enrollment in the company's pension program with employer matching.
- Employee resource groups that support an inclusive work environment.
- Tuition support and specialized program assistance.
- An onsite full-service cafeteria with a variety of daily options.
- Discounts on company products and services, and access to exclusive employee perks.
- Regular EQ Together events focused on company togetherness and collaboration.
