Industry: Financial Planning
Position: Full-time permanent
Hours: 9:00 to 17:00
Position Overview: Manage a portfolio of employers and perform all administrative tasks for a large pension plan.
Responsibilities include but are not limited to:
Monitoring required contributions and adjustments;
Entering financial data and disseminating reports to clients;
Following-up with clients and problem-solving (of a mathematical nature);
Maintaining paper and electronic filing systems for records and correspondence;
Responding to pension members’ requests;
Arranging meeting and travel reservations;
Tracking member status and implementing changes according to set procedures;
General office duties including mail/faxing/photocopying/reception;
Handling office inventory.
3+ years of office experience;
Fluent English – spoken and written;
Working knowledge of French;
Very strong attention to detail;
Problem-solving skills essential;
Computer: proficient in Word, Excel, Outlook, PowerPoint;
Strong work ethic.
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