Retirement Officer

Wascana; Kindersley; Hybrid; CAD 45,000 - 60,000; Full time

Job summary

The Saskatchewan Pension Plan (SPP) invites applications for a Retirement Officer in Kindersley. You will guide members through transfers into the plan and help them prepare for retirement, delivering personalized counselling and ensuring all activities comply with legislation and regulatory requirements.

Responsibilities include processing transfer requests, reviewing documents, responding to member inquiries by phone/letter/email, preparing reports, testing system changes, and updating

Qualifications

• Completion of mutual fund license or operations course.
• Office administration education background.
• Must pass the Canadian Investment Funds Course within six months.

Responsibilities

• Receive, analyze, authorize and process transfer requests.
• Review documents to ensure compliance with SPP legislation.
• Follow-up on outstanding transfer requests.
• Respond to member queries by phone/letter/fax/email.
• Counsel members and representatives about transfers and retirement options.
• Provide retirement planning guidance based on SPP options.
• Prepare statistical reports on transfer activity.
• Test new system program changes and updates.
• Ensure service standards and update procedures as needed.

Skills

Attention to detail

Communication skills

Regulatory understanding

Education

Mutual fund license or operations course

Office administration education

Job description

About Us

As Saskatchewan Pension Plan (SPP) continues to grow, we are excited to offer new opportunities to be part of our team. Many of our current leaders have advanced through internal promotions, and we are committed to supporting career development for those who share our passion for member service and operational excellence.

SPP was created in 1986 by the provincial government and is a fully funded, capital accumulation plan. SPP provides a professionally managed pension plan at low fees to individuals with little or no access to employer-sponsored pensions. SPP has over $900 M in assets under management and over 32,000 members.

The Opportunity

The SPP is seekinga well-organized, client focused, and efficient individual to join its team in Kindersley in the Retirement Officer position.This role is ideal for someone who enjoys working with people, understands pension and retirement products, and thrives in a collaborative, fast-paced environment.

In this role, you will support members through key financial transitions, including transferring funds into the plan and preparing for retirement. You will provide personalized counselling and ensure all processes align with SPP's legislative and regulatory requirements.

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 member’s 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.

As our successful candidate you will have strong attention to detail and demonstrate proactive document and process management.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 and office administration education. The successful candidate must pass the Canadian investment Funds Course within the first six months of employment.