Administrator, Group Savings and Retirement

Job Description

As an Administrator – Group Savings and Retirement, you will analyze and process transactions related to the lifecycle of group savings accounts (e.g., RRSP, DPSP, TFSA, non‑registered plans, RRIF, LIF, annuities, RPP and SPP), ensuring compliance with applicable rules and regulations.

Location & Employment

Quebec City – 1‑year temporary contract – Hybrid work model – Start date: As soon as possible.

Responsibilities

• Process client transactions from account opening to closure, ensuring compliance with plan rules and applicable laws.
• Communicate effectively with clients and internal partners (verbal and written).
• Maintain a high level of productivity, accuracy, and strong organizational skills.
• Meet financial deadlines and compliance requirements.
• Review non‑financial transactions completed by colleagues.
• Provide excellent customer service and ensure appropriate follow‑ups. <...