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The Saskatchewan Pension Plan (SPP), was created in 1986 and is a fully funded, capital accumulation plan created by the provincial government. SPP provides a professionally managed pension plan at low fees to individuals with little or no access to employer-sponsored pensions. SPP has over $700 M in assets under management and over 32,000 members. It ranks 24th among the top 50 defined contribution pension plans in Canada.
The SPP is seeking a well-organized, client focused, and efficient individual to join its member service team in Kindersley in the Pension Information Officer position. The successful person will be responsible for receiving, analyzing, authorizing and processing requests to transfer funds to SPP from other financial institutions, financial savings products, and other pension plans. This individual will also provide counselling to members about the transfer in process and will assist with providing counselling to members preparing for retirement.
As our successful candidate you will have strong attention to detail and demonstrate proactive document and process management. You bring a solid understanding of the regulatory environment along with effective communication skills. Typically, the knowledge for this position would be attained through the completion of the mutual fund license or operations course offered by IFSE and office administration education.