Group Retirement Financial Service Administrator

WHO ARE WE?

Selectpath Benefits & Financial Inc. works in partnership with our clients to guide them along “the Right Path” to financial security and success by implementing customized solutions through innovation, excellence and integrity. Our team of industry experts specializes in benefits and pension, personal and corporate financial planning, and human resources management. Our services offer a comprehensive, hands-on approach to managing your short and long-term goals.

THE OPPORTUNITY

We are looking to recruit an enthusiastic Group Retirement Financial Services Administrator to join our Group Pension team. The Group Retirement Financial Services Administrator provides administrative support to the Advisor and clients of Selectpath. In this position, you will be responsible for handling client and Advisor inquiries and requests related to Group Retirement Financial Services. You are detail oriented, very well organized, and self-motivated. Previous experience in customer service is required. We offer a competitive compensation package and an opportunity to be part of a dynamic, growing company.

WE OFFER YOU:

• Competitive salary
• Comprehensive benefits package
• Matching retirement plan
• A flexible and collaborative work environment
• Opportunities for professional development & ongoing learning
• A chance to be part of a growing organization

TASKS AND RESPONSIBILITIES:

• Maintaining filing systems (paper and electronic)
• Answer phones and emails prioritizing client requests (address changes, PAC changes etc.)
• Making arrangements for meetings, seminars and travel for the Advisor
• Investigate and solve administrative issues efficiently, accurately and completely
• Develop and maintain effective workflow processes
• Client account updates including address, name, and bank account information changes
• Preparation of client documents, forms, quotes, presentations, spreadsheets, statements and materials required for client meetings with accuracy and completeness
• Meeting with the Advisor to review client accounts and prepare for meetings
• Daily business processing and transactions
• Follow up on trades, transfers, and outstanding business processing to ensure it is completed accurately and efficiently
• Support the insurance underwriting process by liaising with underwriters, paramedical, and medical organizations
• Provide support to the pension and group retirement divisions
• Communicating with clients to ensure they are informed of their account status
• Track top funds and portfolios using the appropriate tools
• Ensure compliance standards and regulations are followed
• Member education presentation preparation
• Other duties as assigned

QUALIFICATIONS & EXPERIENCE:

• College diploma with a concentration in business administration, or equivalent experience
• LLQP, IFIC, GBA, RPA, CEBS designation an asset
• Minimum 2 years customer service experience
• Working knowledge of investments is an asset
• Advanced knowledge and application of MS suite of products including Outlook, Word, Excel, and PowerPoint, as well as Goldmine or Customer-Relationship Management systems an asset
• Customer service oriented, possess a professional and approachable demeanor and has the ability to handle conflicting priorities
• Excellent interpersonal, oral, and written communication skills
• Ability to organize, prioritize in a fast work environment

Deadline to apply is March 20, 2023

We truly thank all applicants for their interest in Selectpath, however, only qualified candidates will be contacted. No phone calls please.

Selectpath is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, or any other legally protected factors.

Upon request, Selectpath will make accommodations available to applicants throughout the recruitment and hiring process.