Pension Assistant

Plannera Pension & Benefits•Regina, SK

3d•Onsite

About The Position

Plannera is seeking a motivated, resourceful, detail- and customer-focused individual to join our team as a Pension Assistant. As a dedicated team of pension professionals, we provide clear and timely information to our customers while safeguarding their personal and private information and we ensure the accuracy of our pension administration systems.

Requirements

Strong interpersonal and communication skills in order to provide respectful and professional client service to both internal and external customers
Strong organizational skills to ensure all work is performed in accordance with service standards
Ability to adapt to meet changing priorities
Enrolment in post-secondary business administration program
Experience in an administrative or a financial services customer service role
An equivalent combination of education and work experience will be considered

Responsibilities

Prepare member correspondence and process out-going mail for the branch
Update systems with information from plan members and employers to ensure accuracy of our administrative systems
Provide coverage for reception as required including: screening re-directing telephone calls to the appropriate unit; welcoming members coming into the office and referring them to the appropriate staff
Respond to inquiries from employers and members
Other administrative tasks as assigned