Job Description

Key Responsibilities

• Examine all relevant documents to ensure legal and contractual requirements have been met in order to proceed with the request.
• Input appropriate data onto appropriate system to generate worksheets and initiate the claim settlement cheque, transfer of funds and reactivations.
• Authorize issuance of settlement and/or rollover cheques in amounts up to $50,000.
• Complete any additional calculations required (i.e.: cash values, dividends, tax gains, withholding tax).
• Maintain pending file and undertakes follow up of any outstanding cases on a monthly basis.
• Set up loan repayments, investigate and calculate loan audits.
• Prepare new specification pages and makes any rider adjustments on partial surrenders.
• Apply external rollover monies to certificates, notify member and verify tax source of funds.