Plan Design Specialist

  • Category
    Office, clerical & administrative - Employee Services
  • Job type
    Temporary/Contract
  • Location
    Kitchener, Ontario

Adecco is currently hiring a Plan Design Specialist in Kitchener, ON for a top insurance company. This is a 12 month contract and pays $18.80/hr. In order to qualify for this position, you need to have a University degree and have 5 years of documentation related experience in retirement plans. 

The Plan Design Specialist Job Responsibilities Include: 

  • Deliver outstanding customer experiencing 
  • Providing drafting services of insurance contracts, plan texts/booklets (excluding DB component), non-customized trust agreements, and any other mandated registration requirements related to the contractual documents
  • Prepare documentation by collaborating with partners 
  • Prepare endorsements and amendments for clients requests or legislative changes 
  • Participate in client calls to make sure the set-up and maintenance activities are done in accordance with clients’ expectations 
  • Implementation of new plans for existing clients 
  • Collaborate with our sales force to follow up on Not in Good Order documents/information
  • Log, analyses & coordinate clients complaints 
  • Co-ordinate with the Plan Set Up team to ensure the implementation of our clients’ HR services 
  • Sampling of audit reports
  • Ensures compliance with regulatory requirements and internal policies
  • Sampling of CRM reports to ensure that we comply with procedures, protocols, legislative requirements
  • Maintaining Year-end registration report
  • Validating report from Corporate compliance on registration info 
The Plan Design Specialist Job Requirements Include:
  • University degree, or a Technical (college) degree, with five (5) years of Documentation related experience in retirement plans
  • Industry related courses (LOMA, CEBS, CSC, etc.) is an Asset
  • Good knowledge of Group Savings and Retirement products and services
  • Good knowledge of pension and tax legislation as they relate to retirement plans
  • Very good knowledge of Mosaic or any similar document management application
  • Excellent proficiency with Microsoft Suite 
  • Good relationship building skills with internal and external partners
If you are interested in this Plan Design Specialist role in Kitchener, ON, please apply online to this job posting immediately

B6602
 

 

  • Apply with Adecco

Reference number CA_EN_1_026602_12113974

Accommodation will be provided in all parts of the hiring process as required under Adecco’s Employment Accommodation policy. Applicants will need to make their needs known in advance to their Adecco representative.

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