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Client Reporting Specialist
2 weeks ago
Permanent Full Time
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Group Retirement Services (GRS) Administration provides administration services for a variety of group products, including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered plan types. In this role you'll contribute to the effective record-keeping and reporting for GRS customers. You must become proficient with the Group Pension Administration System (GPAS) and GRS processes.
What you will do:
- Plan Audits by our clients' external auditors
- Responding to inquiries from external auditors
- Standard and customized client reporting, including the completion of Annual Information Returns, (AIR) General Interrogatories and Consultants' requests
- Providing Reports for Rates of Return, Fund Reports, Annual Report, CSAE 3416, Audited CL reports, plan documents
- Manipulating scans to produce schedules to support the Annual Financial Statement (AFS) including accrued information
- Handling various inquiries, telephone calls etc. from multiple audiences
- Fostering relationships with administration staff, plan administrators, advisors, auditors and contacts of other financial institutions you deal with.
- Handling sensitive and complex issues in a timely and accurate manner
- Backup during vacations and absences for the other Designated Process Team members and the Investment Fund Reporting team
You will also be accountable for one or more of the following:
- End to end handling of client events (which could include, investment fund changes, carrier transfers In, pension contribution monitoring, GRS audit control reviews)
- Completion of IO Reporting
What you will bring:
- Understanding of the Annual Financial Statement (AFS), Form 7, Foreign Content Report, and the Member and Client Information scans
- Meeting strict filing deadlines
- Providing the government with accurate information
- Understanding of provincial and PBSA registered plans, and Trusteed plans
- Preparing admin. portion of the consultants' requests
- Understanding of unit values and IMFs to provide support to the auditor regarding unit value reconciliation
- Understanding of GPAS and Excel
- Running scans and reports and manipulating data to meet the format of the consultants' requests
- Solid understanding of statement details and how to adjust the process dates to run accurate ad hoc statements for a variety of situations
- Customer service focused with a positive can-do attitude
- Strong communication skills - both written and verbal
- Organized and able to work in a dynamic and changing team environment
- Self-motivated with an ability to effectively multi-task and meet tight deadlines
- Fluency in Microsoft Office tools including Word and Outlook and proficient in Excel
- Knowledge of investment/retirement rules and regulations around GRS products
- Ability to guide peer groups through non-standard situations with confidence using learned business knowledge and legislation rules
- Reliability Status security clearance - this is a personnel security status that is required before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website
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The base salary for this position is between $53, $83,900.00 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Be your best at Canada Life- Apply today
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You're part of a diverse and inclusive workplace where your career and well-being are championed. You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you'll deliver on our shared purpose to improve the well-being of Canadians. It's our driving force. Become part of a strong and successful company that's trusted by millions of Canadians to do the right thing.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we're one of Canada's leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
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