Michael Stea Email & Phone Number

Toronto, Canada Area

• Experienced in both federal and provincially regulated defined benefit pension plans • Assisted in preparing and writing requirements for system automation • Developed test plans and test system output against expected results• Provided training to offshore associates on system processes and monitor work levels• Participated in team discussions to identify process improvements • Acted as the primary contact for all incoming questions related to client pension payroll • Worked with various teams to complete client actuarial valuation and financial statement audit • Ensured completion of daily pension processes such as terminations, estimates, pre and post- retirement deaths, retirements, and pension plan transfers to meet pre-set statistical goals

Toronto, Canada Area

• Ensured multi-million dollar pension payroll is executed on a monthly basis• Used pension expertise to solve member and client escalations• Prioritized system enhancements and defects into system production load schedules• Worked with client to resolve data discrepancies• Prepared client data for inclusion in annual actuarial valuation file• Facilitated training and development of new team members and customer service representatives to broaden their client specific knowledge• Organized, managed and executed all monthly, quarterly and annual projects such as PARS, pension adjustments, pension statements and year-end tax account reconciliation

Toronto, Ontario, Canada

• Processed multiple defined benefit processes• Assisted technology construction group in correcting system defects• Supported call centre by processing member specific issues• Assisted actuaries on projects as needed• Actively participate in pension plan year-end activities• Created user acceptance test plans to test system enhancements prior to being loaded into production system by comparing output to requirements• Verified output of automated and manual business processes and calculations both from the computer system and those done manually by fellow team members

Toronto, Ontario, Canada

• Reviewed and authorized other team member's work for accuracy• Provided customer service to members and employers in a client driven atmosphere• Worked independently and within a team to meet weekly service standards and workflows• Analyzed and processed past service estimates and purchases as directed by members or employers in accordance with established procedures and regulations• Participated in a committee which oversaw the re-design of the company’s web page relating to service purchases

Toronto, Ontario, Canada

• Manually prepared new Canada Savings Bonds for filing in Bank’s vault• Prepared Canada Savings Bonds for delivery to the Bank of Canada for re-registration• Acted as a liaison between RBC Dominion Securities’ brokers and the Bank of Canada• Assisted with the computerized entry of Canada Savings Bonds redemption requests and manually prepared Bonds to be sent to the Bank of Canada for reimbursement• Fielded broker phone calls and electronic messages regarding the re-registration and redemption of Canada Savings Bonds

Toronto, Ontario, Canada

• Performed administrative duties preparing new account forms to be signed by clients• Entered new client account information into TD’s computer system• Setting up appointments between clients and employer• Assisted with investment advisor presentations