Bilingual, Sponsor Support Specialist
Manulife is a leading international financial services provider, helping people make their decisions easier and lives better. The Bilingual Sponsor Support Specialist role involves providing expertise and support to plan sponsors and intermediaries on reporting for registered pension plans and group savings programs, ensuring compliance with regulatory requirements and enhancing customer satisfaction.
Responsibilities
- Provides knowledge and expertise for the preparation of reports required by government authorities and pertaining to registered pension plans (DC, DB, IPP, etc.) and other group savings programs ranging from simple to complex in nature
- Processes AIR/Audit reports in accordance with the audit & control, legislation, and service level agreement requirements applicable to complex plans
- Provides the necessary support to plan sponsors, intermediaries, consulting actuaries, client auditors, and government authorities on reporting for complex plans
- Responds professionally and accurately to requests for information from plan sponsors, intermediaries, consulting actuaries, client auditors, government authorities and internal partners on AIR/FS reports pertaining to registered pension plans (DC, DB, IPP, etc.) and other group savings programs ranging from simple to complex in nature
- Performs a thorough analysis of the data that support the preparation of AIR/Audit reports for complex plans
- Ensures that the needs of our clients’ auditors are clearly understood and met in a timely manner
- Enhances knowledge and expertise, keeping up to date on legislation, business practices, compliance, and administration issues related to registered pension plans (DC, DB, IPP, etc.) and other group savings programs
- Provides support in the coordination of daily workflow and priorities
- Participates in process improvement activities and departmental initiatives designed to achieve a higher service level, increase cost efficiencies and productivity (as required)
- Identifies and reports weaknesses and applies financial and operational controls to mitigate risks. Ensures compliance with regulatory requirements and internal policies
Skills
- Knowledge of the administration of registered pension plans (DC, DB, IPP, etc.) and other group savings programs
- Strong knowledge of reporting requirements (AIR/Audit) prescribed by government authorities
- Strong knowledge of our clients' auditors' reporting requirements
- Proficiency in Group Savings and Retirement applications and systems (i.e MPS)
- Strong knowledge of Microsoft Office Suite (mainly Word and Excel)
- Capacity to communicate complex concepts in layman's terms to clients and/or auditors
- Bilingual
- University education in Administration, Finance, Accounting or Actuarial Science, or equivalent experience in the industry
Benefits
- Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans
- Various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- Financial education and counseling resources
- Generous paid time off program in Canada includes holidays, vacation, personal, and sick days
- Full range of statutory leaves of absence
Company Overview