 Interpret new and updated provisions within the Income Tax Act (Canada) to ensure the appropriate internal audience is aware of the impact Ensure ongoing support is provided to assist in applying changes to the Income Tax Act in all impacted areas including meetings with impacted internal business partners  Research and provide responses to queries from Group Customer and Individual Customer departments which can include interpreting existing legislation Work collaboratively with teammates  Participate in departmental projects and continuous improvement initiatives Manage timelines to ensure regulatory changes and project work are completed within defined timelines Liaise with business partners including Admin, Communications, Marketing, Wealth Solutions, Compliance and Legal

 Interpret new and updated legislation to ensure the appropriate audience within the Individual Customer department is aware of the impact Ensure ongoing support is provided to Individual Customer to assist in applying legislative changes in all impacted areas including meetings with impacted business partners to inform regarding changes Research and provide risk assessments for queries from Individual Customer department, including group annuities and individual insurance, on a multitude of areas of expertise  Interpret existing legislation to aid in providing risk assessments Provide guidance to and sharing knowledge with teammates to assist them in growing their compliance knowledge Review and negotiate contract amendments for closed group annuities Update contractual material for Individual Customer, including group annuities Participate in departmental projects and continuous improvement initiatives Manage timelines to ensure regulatory changes and project work are completed within defined timelines Liaise with business partners including Admin, Communications, Marketing, Wealth Solutions, Product Taxation and Legal Develop and maintain relationships with external parties including provincial and federal authorities Log complaints and privacy incidents on Corporate Compliant Management System (CCMS) and update and maintain the Compliance Management System (CMS)

 Leading and coordinating projects Pulling scans from system on a monthly basis Assisting with training of new staff Providing direction and coaching on complex inquires Handling customer inquiries and complaints Handling manual CPI calculations  Acting as a Subject Matter Expert to other areas when required

 Managing work flow to ensure deadlines are met Hiring and training of new staff including ongoing development Ensuring adequate cross training and coverage on all tasks Problem resolution on service issues Assisting with the performance management process Ensuring that processes are clearly documented and kept up to date

 Handling customer inquiries Processing banking, address and FSA changes Handling returned mail and missing payment inquiries Processing tax changes and EFT returns Handling and reissuing of stale dated, damaged and lost cheques Handling and processing of power of attorney documents Reconciling accounting errors when required Coordinating projects as required or requested