Overview of salaries statistics of the profession "Pension Banking Administrator in Canada"

Location: Help Headquarters Job Type: Full-time for 18-months myWork Options: Hybrid Starting Salary Range: $49,000.00-$56,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the Job? You will be responsible for administrative duties of the Investment Operations Department and provide transaction posting support to the team. All duties are to be handled promptly and require accuracy, efficiency, and diplomacy. The Senior Administrator Investment Operations must continually project a professional corporate image, actively applying the Core Value and Mission Statements, and contribute to a positive team environment. Investment Operations operates six days and has a hybrid model. You will be required to be flexible to work shifts and work locations as may be required. What You'll Get to Do Assists with the organization/prioritization of administrative activities ensuring that the day-to-day transactional duties and objectives are met. Responsible for the accurate and efficient maintenance of all Investment Operations paperwork. Files must be maintained in accordance with regulations imposed by MFDA and CRA with risk of penalty for non-compliance. This includes management of the physical file as well as maintenance of the File Management System (Access data base) designed to assist in the creation of new and/or amended files and closed files. Co-ordination of daily mailbag duties including sorting and team distribution. Oversees all incoming/outgoing mail and courier deliveries. Sort and stamp all incoming paperwork. Scan/upload/index all documents for the teams working offsite. Provide support as needed for the Investment Operations team for document processing and printing requests. Process and investigate all return mail including tax receipts and office cheques. Escalate any anomalies to Supervisor. Responsible for the co-ordination of off-site storage for Investment Administration. This includes preparation of boxes and arranging for pick up; management of the information system to track box numbers/contents and destruction dates; and co-ordinates the recall/return of boxes and/or documents. Responsible for maintenance of fax machine, photocopier, and printers. This includes ensuring the machines are in good working order, stocking machines with paper and replacing toner and making service checks/calls when required. Responsible for processing centralized reports for the enterprise. This includes but is not limited to Rejected and Exception reports. The cause of the exception is to be determined and corrective action to be taken. Provides effective posting and follow-up coverage for Investment Operations. This includes auditing the request for approval or rejection, updating CRM, posting the transaction on the banking system, cheque preparation and completion of paperwork. Audit RSP and TFSA applications prior to uploading to the electronic filing system. Ensure the applications are in the right format and complete to protect CCS from liability during estates disputes. Responsible for processing renewals of all registered GICs. Ensure that all confirmations/cheques are sorted and mailed out in a timely manner. Responsible for the effective communication with CCS branch network and external vendors in the daily course of resolving issues of missing documents, supplies, repair of department equipment. Keep abreast of changes in policies and procedures affecting the successful operation for the Investment Administration area. Who we are looking for? One-year of Job-Related Experience. High School Diploma/Grade 12. Working knowledge of Excel, Word, and Outlook. Team player who can work under pressure. Proficient ability to deal with shifting priorities, multi-tasking, problem solving and the ability to initiate action and use logical process. Self-starter, good judgement, ability to work independently, flexible, and vision to see the long-term implications of short-term decisions are necessary attributes. Good communication skills. Organized and attention to detail. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Location: Help Headquarters Job Type: Casual role till March 2025. myWork Options: Hybrid Starting Salary Range: $49,000.00-$56,000.00 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Education Verification Employment Verification References What's the Job? You will be responsible for administrative duties of the Investment Operations Department and provide transaction posting support to the team. All duties are to be handled promptly and require accuracy, efficiency, and diplomacy. The Senior Administrator Investment Operations must continually project a professional corporate image, actively applying the Core Value and Mission Statements, and contribute to a positive team environment. Investment Operations operates six days and has a hybrid model. You will be required to be flexible to work shifts and work locations as may be required. What You'll Get to Do Assists with the organization/prioritization of administrative activities ensuring that the day-to-day transactional duties and objectives are met. Responsible for the accurate and efficient maintenance of all Investment Operations paperwork. Files must be maintained in accordance with regulations imposed by MFDA and CRA with risk of penalty for non-compliance. This includes management of the physical file as well as maintenance of the File Management System (Access data base) designed to assist in the creation of new and/or amended files and closed files. Co-ordination of daily mailbag duties including sorting and team distribution. Oversees all incoming/outgoing mail and courier deliveries. Sort and stamp all incoming paperwork. Scan/upload/index all documents for the teams working offsite. Provide support as needed for the Investment Operations team for document processing and printing requests. Process and investigate all return mail including tax receipts and office cheques. Escalate any anomalies to Supervisor. Responsible for the co-ordination of off-site storage for Investment Administration. This includes preparation of boxes and arranging for pick up; management of the information system to track box numbers/contents and destruction dates; and co-ordinates the recall/return of boxes and/or documents. Responsible for maintenance of fax machine, photocopier, and printers. This includes ensuring the machines are in good working order, stocking machines with paper and replacing toner and making service checks/calls when required. Responsible for processing centralized reports for the enterprise. This includes but is not limited to Rejected and Exception reports. The cause of the exception is to be determined and corrective action to be taken. Provides effective posting and follow-up coverage for Investment Operations. This includes auditing the request for approval or rejection, updating CRM, posting the transaction on the banking system, cheque preparation and completion of paperwork. Audit RSP and TFSA applications prior to uploading to the electronic filing system. Ensure the applications are in the right format and complete to protect CCS from liability during estates disputes. Responsible for processing renewals of all registered GICs. Ensure that all confirmations/cheques are sorted and mailed out in a timely manner. Responsible for the effective communication with CCS branch network and external vendors in the daily course of resolving issues of missing documents, supplies, repair of department equipment. Keep abreast of changes in policies and procedures affecting the successful operation for the Investment Administration area. Who we are looking for? One-year of Job-Related Experience. High School Diploma/Grade 12. Working knowledge of Excel, Word, and Outlook. Team player who can work under pressure. Proficient ability to deal with shifting priorities, multi-tasking, problem solving and the ability to initiate action and use logical process. Self-starter, good judgement, ability to work independently, flexible, and vision to see the long-term implications of short-term decisions are necessary attributes. Good communication skills. Organized and attention to detail. Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Job SummaryJob DescriptionWhat is the opportunity? RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSPs, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace.As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value Group Advantage member clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. You grow and deepen client relationships by leading Group Advantage onboarding discussions and advice events and through discovering client needs and providing value added advice and solutions. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their childs education or recommending how to borrow for their Someday, your expertise will contribute to creating meaningful and memorable client experiences.This is a contract, work from home position but may involve some travel to cover Saskatchewan. The successful applicant must be mobile to work at all branches in Saskatchewan as required.What will you do?Communicate with clients to learn about their needs and help them achieve their goalsProvide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needsParticipate in RBC at Work Group Advantage events and member onboardingCollaborate with market-leading professionals in Group Advantage, financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert adviceLeverage technology to deliver on client experience and enable performance and retentionProactively take ownership of resolving and preventing clients banking problemsImplement contact and relationship building strategies, and support new client acquisition in local communityEducate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online bankingWhat do you need to succeed?Must-haveValid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)Completed Certificate in Financial Services Advice, offered through the CSI (e.g., Personal Financial Service Advice and Financial Planning I)2-3 years of proven experience in the financial services industry, handling credit and investments and converting pipeline leads and opportunities into results for the benefit of the clientDemonstrated ability to build trust and rapport quickly, and to maintain long-term relationships with clients and partnersAgile and adaptable to work in multiple environments, with strong presentation skills and comfort presenting in a group environmentDigital savviness across multiple platforms and devices (i.e. Sales platform, e-signature, mobile technologies. Comfortable navigating with and for clientsNice-to-haveFluency in a second languageActive in the local community, developing a solid network in the local communityFamiliarity with Group Advantage value propositionWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Competitive salary, annual bonus, and recognition programs that reward top performanceStrong suite of tools, including emerging digital capability to enhance your competitive edgeOpportunity to represent Canadas leading financial services brand in your communityJob SkillsClient Centricity, Communication, Critical Thinking, CuriosityAdditional Job DetailsAddress:3118 CLARENCE AVE S:SASKATOONCity:SASKATOONCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:Contract (Fixed Term)Pay Type:SalariedPosted Date:2024-04-02Application Deadline:2024-05-03Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Senior Pension Specialist Requisition ID 2024-11633 Department Human Resources Employment Type Permanent Time Type Full-Time Hiring Range $70,099 - $87,623 Job Category Human Resources Job Location : Location CA-ON-Waterloo Overview The Senior Pension Specialist is responsible for the accurate and effective application of pension arrangements for eligible individuals as per the plan design parameters, ensuring clear and concise communications and integrity of the related processes. In collaboration with the Pension Manager, trains other members of the pension team and participates in special projects to ensure effective, efficient, and compliant processes and practices are developed and maintained; contributes to the achievement of HR departmental goals and professional services delivery. The Senior Pension Specialist is also responsible to hire, train, manage and evaluate the Pension Co-op student each term and prepare annual cost-of-living adjustments. Responsibilities Remain Current and Conversant with Compliance Requirements, Trends, and Best PracticesMaintain awareness of legislation, regulations, and standards related to pension administration to ensure compliance within area of responsibilityParticipate in industry groups, networking with peers to gain insights into trends as well as arrangements of comparable entitiesParticipate in professional development to aid in ongoing knowledge and skills acquisition Effective and Accurate Administration of Pension ArrangementsResponsible for the administration of the pension arrangements, as deemed appropriate by the Pension Manager including, but are not limited to, the following:Provides peer review for, pension calculations and production of benefits statements, ensuring delivery to members/beneficiaries on an accurate and timely basis following employment termination (incl. death) or to support retirement from the UniversityFor terminations and Staff/CUPE/Non-faculty retirements, support an understanding of the options, including potential implications for post-retirement benefits based on age and eligibilityFor deaths, act as backup to Pension Administrator who is the key point of contact within HR for communications and corresponding actionsOversee the collection of pension option decisions on a timely basis, including follow up activities, and enforcement of deadlines communicated to members; communicate decisions to other HR teams as required (e.g. coding post-retirement benefits on the HR system)Coordinate the necessary internal approvals following member elections confirmation (or default status); oversee the timely delivery of directions to the custodian for payment; ensure maintenance of pension and lump sum payment summary monthly and resolve any issues, escalate to Pension Manager as necessaryPerform monthly reconciliations of pension and lump sum paymentsOrganizes and maintains a case management tracking system and provide real time oversight; highlight/escalate key issues to Manager, Pension Services as necessary to mitigate risksIn collaboration with the Pension Analyst, conduct ongoing validation of data within the pension system, to enable accurate preparation of benefit calculations and statementsGenerate and review member data files and financial information sent to the Actuary for valuation purposes, and respond to Actuary’s data inquiriesGenerate and review relevant reports (i.e. upcoming retirement report, termination report etc.) to ensure coding and administration fulfillment on the Pension system as neededAct as key point of contact within the Pension team for the external auditors on an annual basis; compile data required and respond to queriesEach year, generate and report annual Cost-of-Living Adjustments (COLA) to Trustee for pensions in pay, COLA for deferred pensions, and pensionable earnings COLA for members in receipt of disability benefits; validate system’s COLA calculationsEnsure calculations and communications are in compliance with pension plan rules (including flex contribution, additional voluntary contribution, excess contribution, and transfer in balances), applicable legislation, as well as UW policies, procedures, and practicesIdentify pension process improvement initiatives, suggest solutions to Manager, Pension Services and assist with implementing changes, where feasibleCommunication of Pensions and Corresponding Administration to all StakeholdersSupport member (active or on leave, retirees, beneficiaries, survivors, executors, etc.) communications (telephone, email, in person, etc.) to ensure timely responses and to ensure understanding and informed decision making; support Pension Administrator meet with members/beneficiaries to explain payment options, i.e. providing support as requiredMeet with and respond to questions from terminating employees who have been given severance packages to explain pension implicationsDevelop, maintain, and deliver presentations, written materials and documents, and other communications channels as required to support understanding of the pension arrangementsCollaborating with the Pension team and other HR teams, ensure all communication material is current, accurate and understandable by stakeholders; contribute to the Employee Benefits Program booklet (twice per year) and monitor the HR website for revisions as required on an ongoing basisProvide effective customer service and support to other areas of HR, including junior members of the Pension team, and the University community for area of responsibility; inform campus community of terminations, retirements, and deathsSupport the development of reports and exhibits as required for the Pension & Benefits Committee, for presentation by the Manager, Pension ServicesOther duties as requiredLiaise with HR colleagues as required to ensure understanding of current arrangements and participates in HR cross functional review of processes and procedures to provide pension impactsParticipate in special projects to facilitate continuous improvement and improved business practices within the Office of the Associate Provost, Human ResourcesOther projects and administrative activities as requested Qualifications 4-year post-secondary qualification or equivalent education and experienceFormal education in Mathematics, Statistics, Actuarial Science is preferredCertified Employee Benefits Specialist (CEBS) or Pension Plan Administration Certificate (PPAC) designation, or working towards, is preferred5-7 years of progressive experience administering defined benefit pension plan2-3 years of experience in the Higher Education sector preferredExperience administering Ontario pension legislation and pension related provisions of the federal Income Tax ActProven track record of achievement and success providing quality customer service, and excellent data management and quality controlDemonstrated customer service experienceExcellent customer service focusCompetencies include excellent interpersonal and communication skills (oral and written), analytical and problem-solving skills, attention to detail and organization, and strong math skillsAbility to organize, multi-task and prioritize work, at times with conflicting prioritiesAbility to identify circumstances that require a different approach, and ability to direct junior team members to adjust accordingly when necessaryAbility to guide and lead staffIntermediate skills in Microsoft Office suiteWorking knowledge of pension administration systems (Ariel)Working knowledge of Human Resources Management System (Workday) Equity Statement The University of Waterloo acknowledges that much of our work takes place on the traditional territory of the Neutral, Anishinaabeg and Haudenosaunee peoples. Our main campus is situated on the Haldimand Tract, the land granted to the Six Nations that includes six miles on each side of the Grand River. Our active work toward reconciliation takes place across our campuses through research, learning, teaching, and community building, and is co-ordinated within the Office of Indigenous Relations. The University values the diverse and intersectional identities of its students, faculty, and staff. The University regards equity and diversity as an integral part of academic excellence and is committed to accessibility for all employees. The University of Waterloo seeks applicants who embrace our values of equity, anti-racism and inclusion. As such, we encourage applications from candidates who have been historically disadvantaged and marginalized, including applicants who identify as First Nations, Métis and/or Inuk (Inuit), Black, racialized, a person with a disability, women and/or 2SLGBTQ+. All qualified candidates are encouraged to apply; however, Canadians and permanent residents will be given priority. The University of Waterloo is committed to accessibility for persons with disabilities. If you have any application, interview, or workplace accommodation requests, please contact Human Resources at [email protected] or 519-888-4567, ext. 45935. Options Apply for this job onlineApplyShareEmail this job to a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Application FAQsSoftware Powered by iCIMSwww.icims.com