AddressDescription
As the Group Retirement Administration Rep, you are the liaison between The Co-operators Life Insurance Company (CLIC) and Gallagher (ATG). You will utilize your knowledge of retirement and savings products to ensure appropriate record keeping on behalf of members and Sponsors by the outsourced solution for record keeping. You will participate in the first tier of call resolution for all Wealth Group administrators and plan sponsors, and will be the contact for administrative issues requiring investigation and resolution.
How you will create impact:
Receiveand processclient deposits for RRSP and pension groups.
Ensurepre-authorized debit (PAD) amounts are accurate and withdrawn in a timely manner as per finance guidelines.
Process payments for members on LTD and retiring allowance payments.
Processwithdrawals, forfeitures, transfer statements and payments.
Investigateand respondto general inquiries from employers and members regarding Group Retirement accounts, escalating to Sales & Service personnel as appropriate.
Create, reconcileand reviewreports for accuracy and reasonableness.
CoordinateAnnual Information Returns and maintainand reports on unclaimed property.
Preparefiles requested by internal and external audit to ensure compliance and adherence to service standards.
To join our team:
You have completedsome post-secondary courses including Benefits, Investments, and Pension Plan Administration.
Having 2-3 years of experience in employee benefits, payroll management, or pension plan administration and investments would be considered an asset.
Having a CEB or CEBS certification is considered an asset.
Having a LOMA AAPA designation is considered an asset.
What you need to know:
Extended work hours, including weekends, may be required during peak periods.
