Bilingual Trade Services Administrator in Toronto handling mutual fund trades and GIC settlements. Collaborating effectively to meet operational deadlines in a hybrid work environment.
About the role
- Pensions Administrator managing pension administration and client support for EQ Retirement Solutions. Delivering exceptional customer service and maintaining accurate records.
Responsibilities
- Provide administration service to customers as per Service Level Agreement
- Maintenance of up to data filing and records for department, checking the integrity of customer data
- Processing of a wide range of routine and non-routine documentation within defined procedures
- Resolves customer enquiries (oral and written) based on competent working knowledge of the customer requirements
- Drafting of non-standard correspondence in response to customer enquiries
- Inputs customer details and accesses customer information
- Collates and analyses data and produces routine reports, schedules and summaries in order to update customer records, resolves customer queries
- Identifies and implement process improvements in immediate area of work responsibility in order to improve throughput and customer service
- Carry out projects and ad-hoc activities as determined by the Team Manager
Requirements
- GCSE (or equivalent) Maths and English Grade C
- Strong numeracy and literacy skills
- Good written and communication skills
- Ability to develop working relationships
- Ability to work within laid down processes and procedures
- Basic financial awareness
- Previous experience in a financial/pensions environment is desirable
- Working to SLAs
- The desire to deliver exceptional customer service
- Proven track record of quality, timely delivery
- Computer literate with a willingness to learn a variety of systems
Benefits
- Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
- Health and Wellbeing – Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households.
- Life assurance cover at 4x salary with the ability to purchase enhanced cover.
- Employee discounts – Discounts and cashback at your favourite high street stores through our EQ Wins Platform.
- Flexible Benefits – The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.
- Time Off – Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.
- Winning together – Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.
- Learning & Development – Investment in LinkedIn Learning for all colleagues.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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