•First point of contact for escalated issues regarding day to day operations •Responsible for communicating to staff important business information on policies and procedures and changes in industry standards•Thorough knowledge of mutual fund products and administration •Respond to client inquiries and liaise with outside vendors regarding mutual fund accounts, RRIF/LIF rules, transfers, retirement planning, Estates and tax information•Attend and supply reports, forecasts and… Show more •First point of contact for escalated issues regarding day to day operations •Responsible for communicating to staff important business information on policies and procedures and changes in industry standards•Thorough knowledge of mutual fund products and administration •Respond to client inquiries and liaise with outside vendors regarding mutual fund accounts, RRIF/LIF rules, transfers, retirement planning, Estates and tax information•Attend and supply reports, forecasts and union member concerns required for quarterly Trustees meetings•Demonstrated excellent ability to efficiently multitask and manage conflicting priorities paying special attention to confidential information Show less

•Provide complex administrative support to the President including responding to client inquiries, preparing client files, managing emails, calendar and appointments •First point of contact for union member and client inquiries regarding benefit coverage, RRSP transfers and contributions, Pension entitlement and the Retirement program•Prepare and maintain client files and prepare life insurance applications •Responsible for third party benefit administration including new hire… Show more •Provide complex administrative support to the President including responding to client inquiries, preparing client files, managing emails, calendar and appointments •First point of contact for union member and client inquiries regarding benefit coverage, RRSP transfers and contributions, Pension entitlement and the Retirement program•Prepare and maintain client files and prepare life insurance applications •Responsible for third party benefit administration including new hire enrolments, terminations, LTD claims and benefit renewal negotiations. •Coordinate with insurance carrier and employer to effectively respond to all member inquiries about benefits and retirement plan in a timely fashion•Attend and supply reports, forecasts and union member concerns required for quarterly Trustees meetings Show less

•Liaised with insurance carrier on policy interpretation, claim statuses, enrollments and other benefit matters as requested by employees•Liaised with Payroll regarding new hires, terminations, payroll deductions, record of employment, changes in employee status and RRSP & DPSP enrolments •Conducted full orientation of new employees to the company •Responsible for full cycle recruiting including creating and maintaining job postings, reference checks, resume screening and conducting… Show more •Liaised with insurance carrier on policy interpretation, claim statuses, enrollments and other benefit matters as requested by employees•Liaised with Payroll regarding new hires, terminations, payroll deductions, record of employment, changes in employee status and RRSP & DPSP enrolments •Conducted full orientation of new employees to the company •Responsible for full cycle recruiting including creating and maintaining job postings, reference checks, resume screening and conducting interviews•Acted as point of contact for employees through counseling on employee issues, responding to questions and providing input to management regarding department processes and procedures•Responsible for notifying and following up with supervisors/manager regarding employee performance reviews and process paperwork for salary increases•Maintained accurate data on HRIS and provided monthly reports on turnover, manpower and recruiting activity Show less