Senior Specialist, W4B Group Savings and Retirement Program Coordinator

The Senior Specialist will deliver operational excellence in the administration and management of group registered plans and accounts, acting as a thought leader in building the function's vision and execution plan. They will serve as a subject matter expert, resolve complex issues by working with multiple stakeholders, and collaborate cross-functionally with Compliance, Trading, Operations, Finance, and Securities Management teams to improve processes and systems. Responsibilities include designing and building metrics & risk controls, ensuring proper registration of Group plans with necessary documentation and CRA coordination, building and managing the Group or Bulk transfer process, and managing the money movement process for contributions, transfers, and withdrawals. The role also involves reporting on and optimizing key processes, developing and maintaining detailed documentation of processes and workflows, managing the member account reconciliation process as part of bulk transfers, and staying up to date with regulatory changes.