Pension Administrator, Payout Annuity

Sun Life • Montreal, QC

1d • $49,000 - $77,000 • Hybrid

About The Position

Group Retirement Services - Payout Annuity is looking for a proven and skilled individual who is willing to join a dynamic and challenging environment. This role demands strong workflow management ability, attention to detail and a passion for high quality customer service. We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

Requirements

• Bilingualism (French, English, both oral and written) is required
• At least 3 years of customer service experience
• Focused attention to detail with a proven track record of superior quality working in a production environment
• Problem solving skills and resolution skills
• Ability to work under pressure, manage shifting priorities, meet customer needs, and adapt to an ever-improving environment
• Experience in financial or accounting
• Knowledge of pension legislation and annuities
• Knowledge of Microsoft Office applications (Word, Excel, Access)

Responsibilities

• Set up and maintain annuitant member information on various systems
• Promptly respond to inquiries from internal business partners Clients
• Manage complex process with high volume of data using Excel Spreadsheets
• Investigate and resolve escalated issues and complaints quickly and accurately
• Manage work priorities in a multifunctional environment
• Responsible for plan reconciliation and other plan specific tasks
• Deliver superior customer service to future and existing pensioners who contact our call center
• Respond to client inquiries received in our call center or in writing
• Handle changes to client files

Benefits

• Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections
• Charitable giving through our You Give, We Give program
• Care Days available for self-care or care of others
• Sick Days to support your well-being

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed