Job Order Detail

Description

The Saskatchewan Pension Plan (SPP) is seeking an individual to join its team in Kindersley in the Retirement Officer position. The successful person will be responsible for receiving, analyzing, authorizing and processing requests to transfer funds to SPP from other financial institutions, financial savings products, and other pension plans. This individual will also be responsible for receiving, analyzing and processing member requests for retirement. This individual will also provide counselling to members about the transfer in process and will assist with providing counselling to members preparing for retirement.

Specifically, the role is responsible for:

- Receiving, analyzing, authorizing and processing transfer requests;
- Reviews documents to ensure requests are within SPP legislation and regulatory authority;
- Follows-up on outstanding transfer requests;
- Responds to member queries by phone/letter/fax/email;
- Provides counselling to members and members representatives about transfer in amounts and options;
- Provides counselling to members preparing for retirement regarding options available from SPP and their most suitable choices;
- Prepares statistical reports for supervisor and managers regarding transfer activity;
- Tests new system program changes and changes to existing programs;
- Ensures service standards and quality control measures are met; and
- Updates procedures manual for the position after procedures are approved.

You bring a solid understanding of the regulatory environment along with effective communication skills. Typically, the knowledge for this position would be attained through the completion of the mutual fund license or operations course offered by IFSE and office administration education.  

Use link provided to view full job description.