Specialist, Contract Management
Core
Specialist in collective contract management for retirement and savings plans, handling new plan setups, contract modifications, and regulatory filings.
Role type
Specialist, Contract Management
Builds
New retirement/savings regimes (RRSP/RRIF/DC plans/CELI) and contract modifications for existing clients
Domain
Financial services (retirement and savings plans)
Required skills
Collective retirement plan knowledge, regulatory compliance, contract analysis, system documentation updates, stakeholder collaboration, problem-solving, Office suite proficiency
Preferred skills
3-5 years experience in collective retirement plans, business/commerce degree
Responsibilities
Set up new retirement regimes and validate documentation; Analyze contract modification requests and update archival systems; Process fund offer changes, pricing, commissions, and plan liquidations; Draft and issue policy documents and commission agreements; Contact regulatory authorities (ARC, ARSF) for new regime registration; Collaborate with internal stakeholders across Canada; Investigate and resolve client-specific issues; Provide training and support to colleagues; Update training manuals and documentation.
Seniority
Specialist, mid-level IC