Sponsor Support Specialist

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you.

Job Description

Are you a motivated self starter with knowledge of the financial/retirement services industry? Do you thrive doing research and analysis? Than this opportunity is for you!

As a Sponsor Support Specialist, you will contribute to the achievement of line of business goals and objectives by providing professional expertise and direction to plan sponsors, intermediaries, consulting actuaries, client auditors and internal partners on reporting of Annual Information Return(AIR), Financial Statement(FS) and other related reports pertaining to registered pension plans (DC, DB, IPP, etc.) and other group savings programs ranging from simple to complex in nature.

You will also provide Total Customer Satisfaction by meeting quality and service standards required to achieve line of business goals, objectives and key results.

KEY RESULTS

• Provides knowledge and expertise for the preparation of reports required by government authorities and pertaining to registered pension plans (DC, DB, IPP, etc.) and other group savings programs ranging from simple to complex in nature.
• Processes AIR/FS reports in accordance with the audit & control, legislation and service level agreement requirements applicable to complex plans.
• Provides the necessary support to plan sponsors, intermediaries, consulting actuaries, client auditors and government authorities on reporting for complex plans.
• Responds professionally and accurately to requests for information from plan sponsors, intermediaries, consulting actuaries, client auditors, government authorities and internal partners on AIR/FS reports pertaining to registered pension plans (DC, DB, IPP, etc.) and other group savings programs ranging from simple to complex in nature.
• Performs a thorough analysis of the data that support the preparation of AIR/FS reports for complex plans.
• Ensures that the needs of our clients’ auditors are clearly understood and met in a timely manner.
• Enhances knowledge and expertise, keeping up to date on legislation, business practices, compliance and administration issues related to registered pension plans (DC, DB, IPP, etc.) and other group savings programs.
• Provides support in the coordination of daily workflow and priorities.
• Participates in process improvement activities and departmental initiatives designed to achieve a higher service level, increase cost efficiencies and productivity (as required).
• Identifies and reports weaknesses, and applies financial and operational controls to mitigate risks. Ensures compliance with regulatory requirements and internal policies.

REQUIREMENTS

• University education in Administration, Finance, Accounting or Actuarial Science, or equivalent experience in the industry.
• Industry-related courses (LOMA or CEBS).

COMPETENCIES

• Bilingual (French/English) is an asset.
• Knowledge of the administration of registered pension plans (DC, DB, IPP, etc.) and other group savings programs.
• Strong knowledge of reporting requirements (AIR/FS) prescribed by government authorities.
• Strong knowledge of our clients’ auditors’ reporting requirements.
• Proficiency in Group Savings and Retirement applications and systems (i.e. SLX and/or MPS).
• Strong knowledge of Microsoft Office Suite (mainly Word and Excel).
• Analytical thinker.
• Strong financial accounting and investment skills.
• Capacity to communicate complex concepts in layman’s terms to clients and/or auditors.

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DESCRIPTION SOMMAIRE

Êtes-vous une personne motivée, faites vous preuve d’initiative, et connaissez-vous le secteur des services financiers et de retraite? Aimez-vous faire de la recherche et de l’analyse? Cette opportunité est pour vous!

Contribuer à l’atteinte des buts et des objectifs du secteur d’activité en fournissant aux responsables de régimes, aux intermédiaires, aux actuaires-conseils, aux vérificateurs des clients et aux partenaires internes des connaissances spécialisées et une orientation quant à la communication des déclarations annuelles de renseignements(DAR), des états financiers(EF) et d’autres rapports connexes portant sur les régimes de retraite agréés (CD, PD, RRI, etc.) et les autres régimes d’épargne collectifs de nature simple à complexe.

Assurer la satisfaction totale de la clientèle en respectant les normes de qualité et de service requises pour atteindre les buts, les objectifs et les résultats clés du secteur d’activité.

RÉSULTATS CLÉS

• Fournir ses connaissances et son savoir-faire aux fins de préparation des rapports exigés par les autorités gouvernementales en ce qui concerne les régimes de retraite agréés (CD, PD, RRI, etc.) et les autres régimes d’épargne collectifs de nature simple à complexe.
• Traiter les DAR et les EF conformément aux normes de vérification et de contrôle, à la législation et aux ententes sur les niveaux de service s’appliquant aux régimes complexes.
• Fournir aux responsables de régimes, aux intermédiaires, aux actuaires-conseils, aux vérificateurs des clients et aux autorités gouvernementales le soutien requis relativement à la communication de rapports pour les régimes de nature complexe.
• Donner suite avec compétence et exactitude aux demandes de renseignements des responsables de régimes, des intermédiaires, des actuaires-conseils, des vérificateurs des clients, des autorités gouvernementales et des partenaires internes quant aux DAR et aux EF des régimes de retraite agréés (CD, PD, RRI, etc.) et des autres régimes d’épargne collectifs simples à complexes.
• Effectuer une analyse approfondie des données sur lesquelles repose la préparation des DAR et des EF des régimes complexes.
• Veiller à ce que les besoins des vérificateurs de nos clients soient clairement compris et qu’ils soient satisfaits en temps opportun.
• Perfectionner ses connaissances et son savoir-faire en se tenant au courant des questions relatives à la législation, aux pratiques commerciales, à la conformité et à l’administration qui touchent les régimes de retraite agréés (CD, PD, RRI, etc.) et les autres régimes d’épargne collectifs.
• Contribuer à la coordination des priorités et du déroulement du travail quotidien.
• Participer à diverses activités d’amélioration des processus et activités du service visant à rehausser le niveau de service et à augmenter la rentabilité et la productivité (au besoin).
• Identifier et signaler les lacunes et appliquer des contrôles financiers et opérationnels destinés à atténuer les risques. Voir à ce que les exigences réglementaires et les principes directeurs de la Compagnie soient respectés

EXIGENCES

• Études universitaires en administration, en finance, en comptabilité ou en science actuarielle, ou expérience professionnelle équivalente dans l’industrie.
• Cours complémentaires de l’industrie (LOMA ou CEBS).

COMPÉTENCES FONDAMENTALES ET COMPÉTENCES SPÉCIFIQUES

• Bilinguism (français/anglais) est un atout.
• Connaissance de l’administration des régimes de retraite agréés (CD, PD, RRI, etc.) et des autres régimes d’épargne collectifs.
• Solide connaissance des exigences de déclaration (DAR et EF) des autorités gouvernementales.
• Solide connaissance des exigences de déclaration des vérificateurs des clients.
• Maîtrise des applications et des systèmes informatiques des régimes d’épargne et de retraite collectifs (SLX et/ou MPS).
• Solide connaissance de la série Microsoft Office (principalement Word et Excel).
• Esprit analytique.
• Solide compétence dans les domaines de la comptabilité financière et des placements.
• Capacité de communiquer en termes simples des concepts complexes aux clients et (ou) aux vérificateurs.

#LI-JH

Every career at Manulife/John Hancock provides the opportunity to learn new skills and move your career forward. Ready to make an impact somewhere? What are you waiting for? Apply today.

About Manulife

About Manulife Manulife Financial Corporation is a leading international financial services provider that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and our global wealth and asset management segment, Manulife Investment Management, serves individuals, institutions and retirement plan members worldwide. At the end of 2020, we had more than 37,000 employees, over 118,000 agents, and thousands of distribution partners, serving over 30 million customers. As of March 31, 2021, we had CAD$1.3 trillion (US$1.0 trillion) in assets under management and administration, and in the previous 12 months we made $31.3 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. We trade as ’MFC’ on the Toronto, New York, and the Philippine stock exchanges and under ’945’ in Hong Kong.

Manulife is an Equal Opportunity Employer

At Manulife/JohnHancock, we embrace our diversity. We strive to attract,developandretaina workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment,retention, advancementand compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin,colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers toprovideequal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process.All information shared during the accommodation request process will be stored and used in a manner that is consistent withapplicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contactrecruitment@manulife.com.