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Client account administrator

Compunnel

This is a Full-time position in Montreal, QC posted September 9, 2019.

Job Description Responsibilities.Deliver Exceptional Customer ExperienceProcesses contribution lists (electronic, manual, EFT contributions).Ensures the contribution list is reconciled with payments.Manages reject and error messages from the contribution list.Manages specialized services such as, LIRA addendums, split payments, including locking in/3.2 forms etc.Issues manual cheques and ensures that the accounts are properly administered.Processes disbursements; validates forms, plan rules, disclosure statement, instructions/transfer forms, special handling (mailing instructions, employer approval, penalties, fees, etc.)Calculates the amounts to be paid out prior to processing the Home buyer/Life Long Learning request.Communicates with members and financial institutions for missing or incomplete informationHandles terminations of employment and Retirements by producing disclosure statements and quotes.

Validates output.

Includes manual disclosure statements that may incorporate manual calculations (i.e.

adding a Defined Benefit component, pre legislative rules).

There is also special handling regarding mailing of special packages.Processes inter fund transfers (via written requests) following the rules and regulations with the planReviews and processes member request to update mix changes (i.e.

system asset re balancing, life cycle, retirement goal age, etc.).

Processes member asset transfers (within same or other client); validates the plan rules and ensures the use of correct codes for taxation, accounting and client reporting purposes.Updates non-financial changes such as address, date of birth, date of employment, etc.

in accordance with the instructions provided by the client/member.For name change and beneficiary nominations; validation of the proper documentation and legislative requirements is executed.Completes member enrollment by reviewing plan rules and in accordance with member request.Manages HR services, such as contribution rates, employer match, spousal contribution splits, etc.Processes all special transactions/handling for the Standard Life in-house retention plan (Advantage Plan).Supports the Contact Center in taking member calls.2.

Risk Management 10% Investigates and processes daily error messages, pending transactions reports and monthly control reports for Group RRIF/LIF.Ensures large transaction guideline is applied to all financial transactions by communicating with the internal partners to ensure Fund Managers are advised of large transactions that may affect the fund performance.Ensures procedures and processes are followed.Prepares checklist for indemnity letter, sends the letter for approval and mails it to the applicable party.3.

Team Collaboration10%Comply with department guidelines Maintain a Positive attitude towards peers/business partners Maintain a Positive attitude toward department decisions CriteriaJob Requirements:DEC or BAC, preferably with 3 years customer service experience Good Customer service skills (proactive with their clients/address issues and find solutions)Good verbal and written communication skillsGood analytical skillsGood computer skills Ability to multi task Company Description Compunnel Inc.

has always been and will always be an Equal Opportunity Employer.

Where every individual, solely on their merit, qualification and competency not only has equal economic opportunity but also for recruiting, training and career development.

Our 2000+ members reflect a culture of diversity and inclusion and bring their authentic, original and best selves to work.

Our inhouse team who looks over no discriminate against any employee and puts affirmative actions has full support of our Chief executive officer Andy Gaur and its top leaders branched out across Compunnel.