Bilingual Plan Design Specialist

IFG International Financial Group Ltd; Toronto; Hybrid; CAD 31,000 - 44,000; Full time

Job summary

IFG International Financial Group Ltd in Toronto, Ontario is seeking a bilingual Plan Design Specialist on a contract basis for 6 months with potential extension or conversion. The role involves setting up plans, creating documentation, and ensuring compliance with federal and provincial pension authorities.

Hybrid work requiring 3 days in the Toronto office. Responsibilities include plan setup, documentation creation, collaboration across departments, and maintaining compliant documentation.

Qualifications

• Strong organizational skills and the ability to manage priorities in a fast-changing environment.
• Proficiency with MS Office including Word and Excel.
• Ability to work independently with minimal supervision.
• Experience in data entry and documentation.
• Comfortable writing and responding to client emails.

Responsibilities

• Plan set up and policy creation on the administrative system with high quality.
• Develop and maintain documentation for each plan ensuring clarity and compliance.
• Collaborate with plan design SMEs and teams; provide feedback.
• Liaise with business areas supporting the project.
• Ensure documentation meets regulatory requirements set by pension authorities.

Skills

Independent work

Data entry

Email communication

Education

College diploma

Tools

MS Office (Word, Excel)

Job description

Pay Rate: $27 Location: Toronto ON Job Type: Contract Our client, a top insurance client in Canada is looking to hire Bilingual Plan Design Specialist x 4 positions for their team with a contract for 6 Months with potential extension or conversion to Permanent based on performance. Hybrid - 3 days in Toronto Office.

Job Description

Reporting to the Manager of Plan Setup & Documentation, the Plan Design Specialist is primarily responsible for setting up plans and creating documentation based on data and established procedures. This role requires a high level of attention to detail to ensure compliance with internal processes and regulations set by federal and provincial pension authorities. The responsibilities of this position vary in complexity and include the following accountabilities:

Job Responsibilities:

Plan set up:

• Set up plans and policies on the administrative system with a high degree of quality.
• Ensure all setups adhere to company procedures and regulatory requirements.
• Collaborate with relevant departments to gather necessary information for plan setup.

Documentation Creation:

• Develop and maintain comprehensive documentation for each plan, ensuring clarity and completeness.
• Create contractual documents and websites pertaining to the policies.
• Update existing documentation as needed to reflect changes in procedures or regulations.
• Ensure all documentation meets compliance standards set by federal and provincial pension authorities.
• Liaison with business areas supporting the project

Collaboration and Communication:

• Collaborate with plan design subject matter experts, team members, and other project resources.
• Provide open and honest feedback to the project team.
• Actively participate in team discussions, trainings, and meetings.
• Proactively seek information and clarity when questions arise.
• Solicit feedback from team members.

Required Qualifications:

• Strong organizational skills with the ability to manage priorities independently in a rapidly changing environment.
• Proficiency in MS Office, including Word and Excel.
• Ability to work independently with minimal supervision.
• Experience in data entry.
• Comfortable writing and responding to emails, and handling inquiries from clients.

Preferred Qualifications:

• Bilingual (French/English)
• Knowledge of Canadian Retirement products and client products
• Experience in Operations

Education:

College diploma or equivalent business experience.

Soft Skills

• Strong attention to detail and ability to identify inconsistencies
• Strong interpersonal and communication (written & verbal) skills
• Self starter with great initiative who works well in a fast paced environment
• Responds to challenges and opportunities in a positive and productive manner
• Strong mathematical aptitude
• Resilient and adaptive to change
• Strong team player with the ability to collaborate between departments and other locations

Other roles can be viewed at www.ifg-global.com