Opportunity Description
Join a dynamic team as a Life Events Analyst focused on financial services with a solid emphasis on analytical skills and pension calculations across Canada. This critical role demands attention to detail and effective communication.
We are looking for a Life Events Analyst to review complex cases involving death, divorce, and other significant life events. In this position, you will analyze member accounts, legal documents, and ensure compliance with pension division and tax regulations. Collaboration with internal teams and clients is essential to resolve complex issues efficiently.
Key Responsibilities:
• Analyze accounts for beneficiary entitlements and tax requirements
• Review complex life events and ensure compliance
• Perform accurate calculations for pension settlements
• Collaborate with customer service and legal teams
• Process transactions and review accuracy of financial reports
Requirements:
• 1-3...
We are looking for a Life Events Analyst to review complex cases involving death, divorce, and other significant life events. In this position, you will analyze member accounts, legal documents, and ensure compliance with pension division and tax regulations. Collaboration with internal teams and clients is essential to resolve complex issues efficiently.
Key Responsibilities:
• Analyze accounts for beneficiary entitlements and tax requirements
• Review complex life events and ensure compliance
• Perform accurate calculations for pension settlements
• Collaborate with customer service and legal teams
• Process transactions and review accuracy of financial reports
Requirements:
• 1-3...
Interested in this opportunity? Apply now through Expertini.
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