
Bilingual Sponsor Support Specialist
- Montréal, QC
- Permanent
- Temps-plein
- Provides knowledge and expertise for the preparation of reports required by government authorities and pertaining to registered pension plans (DC, DB, IPP, etc.) and other group savings programs ranging from simple to complex in nature.
- Processes AIR/FS reports in accordance with the audit & control, legislation and service level agreement requirements applicable to complex plans.
- Provides the necessary support to plan sponsors, intermediaries, consulting actuaries, client auditors and government authorities on reporting for complex plans.
- Responds professionally and accurately to requests for information from plan sponsors, intermediaries, consulting actuaries, client auditors, government authorities and internal partners on AIR/FS reports pertaining to registered pension plans (DC, DB, IPP, etc.) and other group savings programs ranging from simple to complex in nature.
- Performs a thorough analysis of the data that support the preparation of AIR/FS reports for complex plans.
- Ensures that the needs of our clients’ auditors are clearly understood and met in a timely manner.
- Enhances knowledge and expertise, keeping up to date on legislation, business practices, compliance and administration issues related to registered pension plans (DC, DB, IPP, etc.) and other group savings programs.
- Provides support in the coordination of daily workflow and priorities.
- Participates in process improvement activities and departmental initiatives designed to achieve a higher service level, increase cost efficiencies and productivity (as required).
- Identifies and reports weaknesses, and applies financial and operational controls to mitigate risks. Ensures compliance with regulatory requirements and internal policies.
- Knowledge of the administration of registered pension plans (DC, DB, IPP, etc.) and other group savings programs.
- Strong knowledge of reporting requirements (AIR/FS) prescribed by government authorities.
- Strong knowledge of our clients' auditors’ reporting requirements.
- Proficiency in Group Savings and Retirement applications and systems (i.e. SLX and/or MPS).
- Strong knowledge of Microsoft Office Suite (mainly Word and Excel).
- Capacity to communicate complex concepts in layman's terms to clients and/or auditors.
- Bilingual.
- University education in Administration, Finance, Accounting or Actuarial Science, or equivalent experience in the industry.
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.