Pension Service Coordinator
About The Position
We develop distinctive Group Retirement Solutions (GRS) for our plan sponsors to help them gain a competitive edge, adding value to their employee benefits. Our GRS business development team joins forces with a network of customer-oriented professionals to achieve our sales target. This team is responsible for building and solidifying partnerships with consultants and brokers from the selection of the investment options and the type(s) of plan, to the implementation and long-term evolution of the program. They also assist and support consultants and brokers in identifying target markets and growing their business. Over the years, we have built an enviable reputation for professionalism, high-quality offering, constructive marketing advice and knowledge of our clients’ business. You love working in a dynamic environment and make sure that everyone has what they need to perform at their best. Your undeniable organizational and communication skills will be positively challenged when you support our Client Relationship Managers team. You will contribute to the achievement of our Sales division objectives by customizing tools to increase efficiency, sharing critical information, and coordinating internal and external resources for the development and maintenance of strategic material.
Requirements
- 1 to 3 years of experience in administration or customer service within a business environment.
- Bilingual: French and English, is required.
Nice To Haves
- Excellent knowledge of Microsoft Office suite – with emphasis on Excel and PowerPoint.
- Excellent command of the English language, written and spoken, French oral and written an asset.
- Ability to problem solve.
- Ability to work independently and within a team.
- Knowledge of GRS products and services, an asset.
- 1 to 3 years of experience in administration or customer service within a business environment.
Responsibilities
- Prepare and support the delivery of client review presentations & reports and assembling of presentation material for the Customer Relationship Managers and ensuring accuracy and timely delivery.
- Responsible for preparing all information/reports for Customer Relationship Managers, act as a key resource for Customer Relationship Managers on marketing and administrative issues (follow-up on documentation, etc.) ensuring attention to detail with a keen eye for numbers.
- Act as a liaison person with internal and external partners and clients on matters related to group products, marketing and services by effectively handling inquiries.
Benefits
- health
- dental
- mental health
- vision
- short- and long-term disability
- life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- holidays
- vacation
- personal
- sick days
- full range of statutory leaves of absence
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
