Administrator, Group Savings and Retirement
#Remote Job #Full time
Reporting to the Manager, the administrator has to analyze and process various transaction requests from our clients (members, plan sponsors, advisors, consultants) 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).
The administrator is responsible for varied transactions for the administration of the plan including 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.
This is a challenging and constantly changing work environment. This position is characterized by occasional periods of work requiring overtime.
Under regular supervision, tasks and responsibilities include:
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