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Group Annuity Analyst

Req. #:  14723
Department: Customer Experience - Group Savings & Retirement, Group Annuity
Location: Montreal, QC CA
Job Status: Permanent Full-time
Grade:  05
Category: Customer Service/Back Office
Description:

To be successful in this role, the incumbent must provide specialized administrative services while performing further complex specialized administrative work in order to meet quality and service standards. Utilizes strong knowledge (depth and/or breadth) of products, systems and legislation to process data and create and maintain client data. Develops and maintains high levels of knowledge of relevant systems, legislation and products. May participate in the coordination of daily activities.

  • Independently performs non-standard, regular and ad hoc analytical work and collects data while ensuring the accuracy of results.
  • Resolves the non-standard issues that may arise from internal or external business partners or clients or may have been forwarded by other team members using established guidelines or previously experienced solutions.
  • May coordinate, follow up on and supervise the work flow and output of junior team members in order to meet productivity, quality and compliance standards within established turnaround times.
  • Produces non-standard reports following established procedures.
  • Participate in the development of training materials and may provide a supplement to formal training by coaching and guiding employees and ensuring experiential and area-specific knowledge transfer.
  • Implements and records new processes and procedures and takes part in the ongoing analysis of team processes.
  • Analyzes implements, creates and revises the plan structure and/or customer profile on the administrative systems within established turnaround times in accordance with the terms of the contract and adherence to administrative requirements.
  • Acts as a liaison with outsourcers and other departments for client and problem resolutions. Communicates regularly with clients to provide information.
  • Identifies and reports weaknesses and applies controls to mitigate financial and operational risks. Ensures compliance with regulatory requirements and internal policies.
  • Coach, train and help less experienced team members with the day-to-day job.

REQUIREMENTS

  • University degree, or a Technical (college) degree, with a minimum of five (5) years of experience.
  • Fluency in English and French (spoken and written).
  • Strong analytical skills are required.
  • Good knowledge in Define Benefits plan is an asset.

Standard Life Canada is committed to creating and maintaining an inclusive and accessible workplace. If you are contacted for an interview and require accommodation during the interviewing process please let us know. 

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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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