Found Description
Responsibilities
- Analyze member accounts and legal documentation to determine beneficiary entitlements, pension divisions, and applicable tax and legislative requirements across Canada.
- Review and process complex life event cases (death, divorce, bankruptcy, unlocking requests, deaccumulation plans) in accordance with applicable legislation.
- Perform calculations related to pension divisions, settlements, and ongoing payments while ensuring accuracy and compliance.
- Collaborate with internal teams (customer service, compliance, legal) and communicate with members/clients to obtain required information and resolve complex cases.
- Process financial transactions, review exception reports, issue tax slips, and perform peer reviews to ensure accuracy and adherence to service standards.
Qualifications
- Has 1 to 3 years of experience in financial services, retirement products, or a related field. <...