Technicien(ne) en rentes assurées
Core
Administrative processing and calculation of guaranteed annuities for plan participants, ensuring accuracy in financial transactions and client inquiries.
Role type
Administrative technician (guaranteed annuities)
Builds
Accurate annuity payments and financial transaction records for retirement plan participants
Domain
Financial services / Retirement planning
Required skills
Data entry, financial transaction processing, reconciliation, contract interpretation, regulatory compliance, Excel (intermediate to advanced), mathematical aptitude, written communication
Preferred skills
Lean process improvement, analytical skills, detail-oriented work, autonomy, collaboration
Technologies
Excel, financial and administrative systems
Responsibilities
Enter and process transactions in financial/administrative systems; Reconcile data across systems; Follow up on annuitant files and respond to client/participant requests; Analyze annuity documents and calculate overpayments; Interpret annuity contracts and applicable laws/regulations; Perform annual tasks related to annuity management; Communicate in writing with participants when needed.
Seniority
Mid-level, hands-on IC