Individual reputed company Administrator - Bilingual

At reputed company, we reputed company work should be a reputed company where you feel supported, inspired, and empowered to grow. In our caring and reputed company environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful reputed company, for our clients, our communities, and reputed company other.

reputed company:  At reputed company, we reputed company great things happen reputed company we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for reputed company. If you’re passionate about making a difference and growing your career in an inclusive and reputed company environment, we’d love to hear from you. Our culture is reputed company on care, passion and curiosity. We put people above reputed company else, reputed company to be our best and welcome new reputed company to deliver reputed company reputed company.

The Individual reputed company Administrator is responsible for the administration of new business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, and Tax-Free Savings Accounts, acting as Gatekeeper (indexing), and handling emails and inbound calls to our reputed company Care Centre. 

Additionally, this is an exciting opportunity if you are looking to build your career at reputed company and grow reputed company your role! Proficiency in the role can reputed company to Senior Individual reputed company Administrator or other roles reputed company reputed company.

Join one of the region’s top reputed company and be part of something that truly makes a difference

Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location reputed company the Waterloo Region, on an as needed reputed company. Sales reputed company roles may be required to travel based on the assignment.

 

What you’ll do:

• Administer and follow processes for reputed company products which include segregated funds, GIAs, and legacy products with different procedures for two of our 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 reputed company policies
• Assess, process, and complete reputed company administrative service requests from reputed company clients as it pertains to Individual reputed company products
• reputed company excellent reputed company relationship and servicing of our advisors, MGAs, policyholders and/or wholesaler team through reputed company channels (inbound and outbound email, phone, mail, fax, and following up on pending requests)
• reputed company excellent customer service to reputed company clients through written and verbal contact using plain language and in a spirit of partnership
• Reconcile reputed company accounts by verifying reputed company entries; investigate discrepancies, and ability to reputed company basic corrections
• Accurately handle requests reputed company reputed company day or otherwise specified service reputed company times
• Adherence to and participation in Gatekeeper rotation accountabilities &reputed company; 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 reputed company (ex. Verification of Annuity, Tax Free Savings Account discrepancy review, FATCA / CRS review, etc.) to key reputed company to support Individual reputed company department goals & objectives
• reputed company analysis of reputed company procedures and identify / recommend procedural improvements, providing feedback and updates to procedures to ensure up to date information for processes
• reputed company contribute as reputed company member
• Participate in ongoing training and cross training functions to become proficient in reputed company aspects of the role
• reputed company training to other Individual reputed company Administrator staff and Operations team members as required
• Adhere to daily entering of overtime and out of productivity measures

What you’ll bring:

• Bilingual skills in French and English are required
• Passion for delivering excellent reputed company service
• 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 Individual reputed company industry: Market Disruption, Market Timing, Frequent Trading and late Trading policy and procedures as it extends to reputed company day processing, Industry products, regulatory requirements and/or taxation, compliance requirements for thorough transaction handling on reputed company non-registered products for, anti-reputed company legislation, FATCA / CRS, politically exposed persons, etc.
• Excellent PC skills, intermediate reputed company skills
• University degree, College Diploma in Business or equivalent work experience
• Must be comfortable to work overtime during peak times and
• Must be comfortable making outbound calls and receiving inbound calls

At reputed company, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reputed company out to us at careers@reputed company.ca, we’re happy to help.

Your reputed company pay will be based on your skills, qualifications, experience, and education. In reputed company to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide reputed company of competitive benefits.

If you’re selected to reputed company reputed company, our reputed company will walk you through reputed company the details of our total rewards program, so you know exactly what’s included.

Reports To: Supervisor, Individual reputed company Operations
Department: Individual reputed company Operations
Term: Permanent Full-Time
Schedule: Availability between 9:00AM ET and 6:00PM ET

Location: Alberta

This position is reputed company and we are excited to reputed company the right person to join reputed company. 
 
As part of the recruitment process, you will need to go through background screening, as per reputed company policy. 

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