Responsible for timely distribution of team paperwork, cheques and e‑mails for Wealth, Quadrus, Life Client Services, and Group Retirement Services team members.
Compensation
The base salary for this position is between $36,900 - $49,800 annually.
Responsibilities
Triage/prep incoming mail including documents and cheques for the Wealth, IPC Wealth, Life Client Service, and Group Retirement Services teams within time standards
Work closely with other admin areas regarding inter-team paperwork
Assist with non-financial processing when required
Responsible for timely distribution of team paperwork, cheques and e-mails for Wealth, Quadrus, Life Client Services, and Group Retirement Services team members.
Compensation
The base salary for this position is between $36,900 - $49,800 annually.
Responsibilities
Triage/prep incoming mail including documents and cheques for the Wealth, IPC Wealth, Life Client Service, and Group Retirement Services teams within time standards
Work closely with other admin areas regarding inter-team paperwork
Assist with non-financial processing when required
Provide administrative support for Group Retirement Plans, processing contributions, member applications, and asset movements while ensuring compliance and data integrity.
Compensation
The base salary for this position is between $41,200 - $55,700 annually.
Responsibilities
Manage the accurate and timely processing of group and individual contributions
Review and process member applications
Execute interfund transfers and administer the movement of member assets
Process cash withdrawals and coordinate transfers between registered plans and external financial institutions
Prepare and distribute member disclosures, monitor accounts in default status, and initiate appropriate follow-up actions