Canadian Western Bank
Job title:
CWT Trust Services Officer, Retirement & Pension Benefits
Company
Canadian Western Bank
Job description
At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRetirement & Pension Benefits SpecialistRoles SpecificationsLocation | Vancouver, BC.Regular, Full-Time. Hybrid work environment.Hiring Range: 50k to 55kCWB Trust ServicesDelivering value through personalized solutions and responsive custody and trust expertise. Helping our clients by asking care of our clients’ money. We keep it safe sand ensure they can obtain the services they need.Trust your finance career to CWBThe overwhelming majority of our employees say CWB is a Great Place to Work®We’re different from other employers in the way we engage our employees – caring, responsive, and armed with an obsession for growing talent. Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.Our employees love CWB. You’ll love it here too.The opportunityIn the role of a Retirement & Pension Benefits Specialist, you will manage and oversee the accurate and timely disbursement of retirement and pension benefits to our clients. The ideal candidate will possess a deep understanding of registered accounts (RRSP/RRIF/TFSA) and pension regulations and payment procedures. The Retirement and Pension Benefits Specialist will be responsible for processing pension payments, resolving payment discrepancies, and providing exceptional customer service to our clients’. If you have payroll systems and experience with retirement or pension plan administration, this role is for you!Areas of focusFinancial transactions. Executing financial transaction activities related to pensions and registered products (RRSP, RRIF, TFSA), A strong understanding of these products and the associated rules will be an asset as you will be processing benefit payment changes, taxable payments, and plan expenses in accordance with client instructions.Risk. Work with high risk and high client impact processes, including large dollar transactions, and transactions with tax implications for clients.Documentation. Maintenance of pensioner records and long-term document control and electronic reporting for all applicable tasks. This also includes maintenance of specific client procedures and profiles.Operations optimization. Proactively address potential procedure enhancements and best practices, sharing with management and peers.Privacy. Ensure that the confidentiality of the Bank and its customers in maintained by routinely securing all documentation during non-business hours and is aware of and adheres to employee code of conduct.Collaboration. Provide direct support to the CWB branch network, to enable them to deliver a “best in class” customer experience.Performance measures. Regularly review SLA targets in collaboration with individual leader to ensure client needs are met.Who we’re looking for & what you’ve doneNumbers bring you joy. You find comfort in knowing that every math problem has a right answer.Pension and/or Payroll Administration experience is an asset. You understand the payroll process.Customer service is a real thing – and it gets results when done right. You’ve gained some experience in this space, and you know the difference between good service & bad service. You know the difference in how it feels.Tech Savvy. You’re comfortable using excel to create financial analysis with intermediate formulas. You can create a pivot table in Excel and complete looks up without any worries. You’ve had previous experience working with a payroll system or with the Global Plus application.Organization? Time Management? These are two skills you have in spades! You have the knack to effectively manage several priorities simultaneously and a keen eye for details.Hard work? No problem. You are happy to roll up the sleeves to get the job done – and you’ve been known to have fun doing it too. You don’t shy away from a fast-paced environment, especially when hard work is recognized and rewarded.Communication is key. You can convey messages & communicate clearly and professionally.Team player. Necessary skill – you must be able to share and grow with a team, you want to add your experience, knowledge, and voice to the business. You want to help build strong processes and a strong team.Raise your hand. Go above and beyond, get involved in projects, identify potential efficiencies, and dig deeper into the details. Make an impact.Pay attention to the details. Minimize risk, by ensuring compliance with policies and regulatory requirements in all areas of banking and operations.Provide the wow. We are obsessed with our clients’ success and a commitment to providing unrivaled client experience. Perform & deliver results consistently.Life is journey and along the way, you’ve learned how to do things better, faster, and smarter. You know what to prioritize to get things done and what tasks are just unnecessary steps. You have a system, and it works.What you bring with youGet hired. Work hard & perform. Grow. Get recognized. Repeat.Be seen. Be heard. Get recognized.Raise your hand. Go above and beyond, get involved in projects, identify potential efficiencies, and dig deeper into the details. Make an impact.Pay attention to the details. Minimize risk, by ensuring compliance with policies and regulatory requirements in all areas of banking and operations.Provide the wow. We are obsessed with our clients’ success and a commitment to providing unrivaled client experience. Perform & deliver results consistently.Why work with us?Your success is our obsession! And our award-winning culture & benefits back it up.Proudly recognized by Great Place to Work® in 2024 as one of Canada’s top 50 Best Workplaces & member of Waterstone Human Capital’s Most Admired Corporate CulturesTM Hall of Fame.Wellness matters. We offer an award-winning benefits package that includes:Hybrid work environmentsEveryday flexibilityGenerous company-funded health coverageHealth care spending accountA flexible wellness programgenerous time-away options to unplug, rest & recoverCareer development. We commit to our employees’ development and help them reach their professional goals with:Organization wide coaching servicesMentorshipEducation support & training programsBring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.#LI-AL1IND-ALAs an equitable employer, CWB Financial Group is committed to providing a safe and where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require during any part of the recruitment or selection process, please reach out.Closing Date:
- Position closes at 12:01am on the close date identified below. 11/14/2024
Expected salary
$50000 – 55000 per year
Location
Vancouver, BC
Job date
Fri, 01 Nov 2024 00:29:49 GMT
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