Group Savings and Retirement / Contract Management Specialist / Permanent / Teleworking
Is the customer at the heart of your concerns? Do your attention to detail, your sense of responsibility and your ability to work as a team set you apart? Here's a position for you!
Our team is looking for a Contract Management Specialist in the Group Savings and Retirement contract management team level to manage and process requests related to the implementation of new groups as well as modifications to existing contracts.
The key responsibilities for this role will be to:
Plan Setups (RRSP/DPSP/DCPP/TFSA etc). Analyze and validate documentation provided by Implementation team in order to set up new plans in the recordkeeping system; perform accompanying validation checks to ensure high standard of quality and processing within required service standards
Analyze plan texts from other carriers and other related documents for new plan registrations (T2214, board resolutions)
Analyze contract change requests for existing clients and perform required validations in order to process the necessary modifications in the record keeping systems. (Taking into account the different plans, applicable legislation and deadlines)
Analyze and process requests relating to changes in fund offerings, pricing, commission payments, termination of contracts and plan windups for existing clients
Draft and issue policy contracts, commission agreements and plan summaries/booklets for participants
Contact regulatory authorities (CRA, FSCO), to submit new plans for registration and ensure that they have been registered in accordance with legislative requirements
Issue related contract documents to plan sponsors and follow up for required signatures
Keep up to date with current legislation requirements for various retirement and savings plans and ensure to apply accordingly for specific provinces
Collaborate with internal stakeholders– Implementation, Sales, Client Relationships and Administration teams across Canada, to ensure client expectations are met
Investigate and problem solve with internal colleagues for client/member specific related inquiries
Participate in various specific mandates or special projects (ex. quarterly external audit)
Provide training and support for colleagues and new hires
Make updates to “How-To’s” and ongoing training documentation
Participate in continuous improvement within the team and the business line (DMS, workshops, Kaizen, etc.).
You are the one we are looking for if:
You have knowledge of group retirement plans, a major asset (3-5 years preferred)
You have completed a degree in business, commerce, or any related field
You are well organized and able to prioritize multiple tasks while meeting deadlines
You are detail-oriented and analytical
You are an effective communicator – both written and verbal
You have a problem solving and continuous improvement mindset
You have a good knowledge of the Office suite
Does this offer appeal to you and you would like to be part of a dynamic team? Don't wait any longer and apply now!
Our employees are our best investment and we have much to offer them.
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
Our commitment to Diversity and Inclusion
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.