Description:
The chosen candidate will analyze the requests and follow the procedures established in accordance with Life Events requests.
What will you do?
Responsible for handling end-to-end process and interactions related to Life Events within our service standards.
- Processing of all incoming work in the workflow systems (Ultera, DCOT, Emails, Global)
- Analysis and handling of requests received in accordance with pre-established processes.
- Processing of accounting and Taxation
- Preparing and sending correspondence according to legislative rules and requirements
- Strong critical thinking towards problem solving
- Monitor and respond to client email communications
- Handle incoming phone calls
- Taking part in various team projects
- Partner with the Specialists to ensure all issues and complaints are escalated and acted upon within 24 hours
What do you need to succeed?
- Excellent PC skills, especially Microsoft Excel
- Accuracy and speed
- Superior organization skills and the ability to multi-task
- Ability to deal with high work volumes
- Strong team player
- Outstanding Client focus and service
- Strong comprehension skills; effective written and verbal communications
- Strong interpersonal skills; ability to coordinate and collaborate with internal departments and external service providers
- Bilingualism (French, English) required- support tasks for an English-speaking team outside Quebec
Assets:
- Knowledge of retirement products such as DCPP, RRIF/LIF, RRSP, VRSP, LIRA etc.
- Knowledge of Microsoft 365 tools and applications
- Minimum of 2-3 years of experience in Group Retirement Services