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Senior Associate, Member Education

Req. #:  14328
Department: Customer Experience, Group Savings and Retirement, Customer Support -East/West
Location: Montreal, QC CA
Job Status: Permanent Full-time
Grade:  04
Category: Customer Service/Back Office
Description:

Acts as a resource person for the Member Education Team by providing marketing and diversified administrative and related support to members within the region.

  • Provides diversified administrative and related services and support to the Member Education Team.
  • Keeps booking calendar up to date and liaises with Member Education Representatives to ensure that information is received and that meetings take place.
  • Responsible for contacting external clients to coordinate and confirm complete member kit information.
  • Responsible for completing the member kit order form for all requests within the region.
  • Prepares and supports the delivery of client-specific PowerPoint presentations for member seminars.
  • Responsible for inputting survey results, seminar reports and any other reports as needed.
  • For rush situations, may be asked to assemble member kits. Ensures complete information is included in the kits and assembles and ships them in a timely manner.
  • Acts as a backup for various tasks within the support team.
  • Keeps abreast of new and revised technical, administrative and product changes and processes as well as changes within the industry that affect the line of business.
  • Identifies and reports weaknesses and applies financial and operational controls to mitigate risks. Ensures compliance with regulatory requirements and internal policies.

REQUIREMENTS

  • College diploma in business administration or marketing.
  • 2-3 years' experience in administration or customer service in a business environment.
  • System knowledge (Microsoft Office, Internet).
  • Product knowledge (Standard Life products and services).
  • Knowledge of administrative procedures.
  • Initiative and desire to learn.
  • Bilingual, French and English, written and spoken.

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The personal information gathered on this website is considered strictly confidential and will be used exclusively for recruitment purposes by the Human Resources department at The Standard Life Assurance Company of Canada. Under no circumstances will this information be used for other purposes or forwarded to a third party without the candidate’s authorization.





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