Events Coordinator delivering conferences, summits, awards, and client events for The Globe and Mail. Managing logistics, speakers, sponsors, attendees, onsite execution, and post - event analytics.
About the role
- Life Events Specialist handling complex death, separation, bankruptcy, and retirement savings cases for iA Financial Group. Analyzing legislation, correcting accounts, processing tax slips, and overseeing team workflows.
Responsibilities
- Act as the subject matter expert for complex cases involving deaths, separations, bankruptcies, and decumulation products
- Perform account corrections, analyze required actions, reconcile tax accounts, and amend tax slips
- Handle escalations related to delays, errors, or disputes and consult Legal when necessary
- Analyze event sequences to determine corrective actions
- Analyze legislative changes and update procedures, training, and documentation
- Manually calculate fund returns and produce tax slips for death-related TFSA and non-registered account cases
- Conduct peer reviews of complex financial transactions
- Remit unclaimed property in accordance with provincial legislation
- Manage project-based team tasks related to unclaimed property and age 71 requirements
- Support team members, provide feedback, and resolve recurring issues
- Collaborate with internal partners to resolve issues and propose client-focused solutions
- Oversee workflow, deadlines, delegation, and escalation to management
Requirements
- In-depth knowledge of group savings and retirement products and applicable legislation
- Three to five years of relevant experience
- College diploma in a relevant field
- Empathy, attention to detail, and effective communication skills
- Strong analytical skills
- Intermediate English proficiency required
- Ability to understand and process English information, files, and communications daily with English-speaking internal and external partners
Benefits
- Learning and development opportunities
- Hybrid work environment
- Flexible work arrangements
- Access to inspiring and innovative workspaces
- Healthy, safe, equitable, and inclusive work environment
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