Administrator, Group Savings and Retirement

We are seeking a highly motivated and detail-oriented individual to join our close knit team as an Administrator, Group Savings and Retirement. In this role you will be analyzing and processing various transaction requests from our clients and internal partners. These requests are quite varied, and they are associated with all the events that occur during the existence of a group savings account (e.g. RRSPs, DPSPs, TFSAs, non-registered plans, RRIFs, LIFs, Annuities, RPPs and SPPs).

This role would be for a one year temporary contract with a strong possibility to be extended.

 In this role you will be responsible for:

• Processing transactions received from clients and using systems and tools in place. This includes setting up the account to its final termination. The administration of the account must be kept compliant with plan provisions, eligibility and applicable federal and provincial legislation.

• Verbal and written communications with clients and internal partners

• Maintaining a high level of productivity and accuracy

• Receiving incoming calls from members regarding settlements and GSR products. (Customer service Administrator only)

• Respecting financial deadlines as well as compliance with policies, rules and legislations

• Verifying non-financial transactions of colleagues

• Providing a high level of customer service (requests received and required follow ups).

• Analyzing simple requests and escalating theses to the specialist if needed

• Preparing various reports and taxation slips for clients and authorities

• Processing journal entries

• Participating in DMS (Daily Management System)

• Identifying problems, mudas and proposing viable solutions to improvement ideas through the different LEAN tools

• Contributing toward building and maintaining a positive environment where all team members can learn, share knowledge and collaborate.

What we are looking for:

• College degree in financial services or in administration (any combination deemed equivalent of training or experience)

• At least 1 year of experience in a similar or related role

• Ability to learn quickly

• Capability to work under pressure and prioritize your time and tasks efficiently in order to meet tight deadlines

• Positive attitude and team spirit

What would be an asset but not required:

• Knowledge of the different group savings and retirement products and legislation (asset)

• Bilingualism in French (Spoken and written)