Job Order Detail

Description

As Saskatchewan Pension Plan (SPP) continues to grow, we are excited to offer new opportunities to be part of our team. Many of our current leaders have advanced through internal promotions, and we are committed to supporting career development for those who share our passion for member service and operational excellence.

SPP was created in 1986 by the provincial government and is a fully funded, capital accumulation plan. SPP provides a professionally managed pension plan at low fees to individuals with little or no access to employer-sponsored pensions.  SPP has over $850 M in assets under management and over 32,000 members.

The SPP is seeking a well-organized, client focused, and efficient individual to join its team in Kindersley in the Retirement Officer position.  This role is ideal for someone who enjoys working with people, understands pension and retirement products, and thrives in a collaborative, fast-paced environment.

In this role, you will support members through key financial transitions, including transferring funds into the plan and preparing for retirement. You will provide personalized counselling and ensure all processes align with SPP's legislative and regulatory requirements.

Specifically, the role is responsible for:
- Receiving, analyzing, authorizing and processing transfer requests;
- Reviews documents to ensure requests are within SPP legislation and regulatory authority;
- Follows-up on outstanding transfer requests;
- Responds to member queries by phone/letter/fax/email;
- Provides counselling to members and members representatives about transfer in amounts and options;
- Provides counselling to members preparing for retirement regarding options available from SPP and their most suitable choices;
- Prepares statistical reports for supervisor and managers regarding transfer activity; and
- Tests new system program changes and changes to existing programs.

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