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Senior Associate, Administration and Customer Support

Req. #:  14535
Department: Retirement Centre
Location: Montreal, QC CA
Job Status: Permanent Full-time
Grade:  04
Category: Customer Service/Back Office
Description:

The Senior Associate, Customer Support, acts as a resource person for the Retirement Services Team by providing marketing and diversified administrative and related support to members within the regions. More specifically, he will have to:

  • Provides diversified administrative and related services and support to the Retirement Services Team- both Regional Retirement Consultants (internal) and Retirement Consultants (external).
  • Keeps booking calendar up to date and liaises with Retirement Consultants (external)  to ensure that information is received and that meetings take place.
  • Responsible for contacting external clients to coordinate and confirm complete member pre-retirement information.
  • Responsible for completing the member order form for all requests within the regions.
  • Prepares and supports the delivery of client-specific PowerPoint presentations for pre-retirement member seminars.
  • Responsible for inputting survey results, seminar reports and any other reports as needed.
  • For rush situations, may be asked to assemble member information kits. Ensures complete information is included in the kits and assembles and ships them to the member or client in a timely manner.
  • Acts as a backup for various tasks within the 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.

REQUIREMENTS

  • Technical (college) degree, with a minimum of three (3) years of relevant experience.
  • Pension knowledge is an asset. 
  • Bilingual – English and French (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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