Bilingual Plan Design Specialist

IFG International Financial Group Ltd; Ontario; Hybrid; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Bilingual Plan Design Specialist to join their dynamic team. This role involves setting up plans and policies, creating essential documentation, and collaborating with various departments to ensure compliance with regulatory standards. The ideal candidate will possess strong organizational skills, be proficient in both French and English, and have a solid understanding of Canadian Retirement products. This innovative firm offers a hybrid work environment, allowing for flexibility while maintaining a strong team dynamic. If you thrive in a fast-paced setting and are eager to contribute to impactful projects, this opportunity is perfect for you.

Qualifications

• Bilingual candidates with knowledge of Canadian Retirement products are preferred.
• Strong organizational skills and experience in operations are essential.

Responsibilities

• Set up plans and policies on the administrative system with high quality.
• Develop and maintain comprehensive documentation for each plan.

Skills

Bilingual (French/English)

Strong organizational skills

Data entry

Communication skills

Education

College diploma or equivalent business experience

Tools

MS Office

Job description

Our client, a top insurance client in Canada, is looking to hire Bilingual Plan Design Specialist 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 Responsibilities:

1. Plan set up:
   1. Set up plans and policies on the administrative system with a high degree of quality.
   2. Ensure all setups adhere to company procedures and regulatory requirements.
   3. Collaborate with relevant departments to gather necessary information for plan setup.
2. Documentation Creation:
   1. Develop and maintain comprehensive documentation for each plan, ensuring clarity and completeness.
   2. Create contractual documents and websites pertaining to the policies.
   3. Update existing documentation as needed to reflect changes in procedures or regulations.
   4. Ensure all documentation meets compliance standards set by federal and provincial pension authorities.
   5. Liaison with business areas supporting the project.
3. Collaboration and Communication:
   1. Collaborate with plan design subject matter experts, team members, and other project resources.
   2. Provide open and honest feedback to the project team.
   3. Actively participate in team discussions, trainings, and meetings.
   4. Proactively seek information and clarity when questions arise.
   5. Solicit feedback from team members.

Required Qualifications:

• Bilingual (French/English)
• Knowledge of Canadian Retirement products and Manulife products
• Experience in Operations
• Education: College diploma or equivalent business experience.

Soft Skills:

• 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.

If you are interested in this opportunity, kindly send your resume in MS Word format to [e-mail] today!