Job Description
Explore an impactful role as a Life Events Analyst with the GSR team, dedicated to guiding clients through complex personal situations. Your analytical skills will ensure accurate benefit processing and compliance across Canada.
As a Life Events Analyst, you will analyze member accounts and relevant legal documents to confirm beneficiary entitlements and tax requirements. Engage in processing complex cases like divorce and bankruptcy while working alongside various internal teams to deliver efficient solutions to clients.
Key Responsibilities:
• Analyze member accounts for compliance and benefit accuracy
• Handle complex life event cases according to legislation
• Calculate pension divisions and manage settlements
• Collaborate with teams for effective case resolution
• Review tax documentation and oversee transactions
Requirements:
• 1 to 3 years in financial services or a related area
• Detail-oriented with strong analytical capabilities
• Self-motiva...
As a Life Events Analyst, you will analyze member accounts and relevant legal documents to confirm beneficiary entitlements and tax requirements. Engage in processing complex cases like divorce and bankruptcy while working alongside various internal teams to deliver efficient solutions to clients.
Key Responsibilities:
• Analyze member accounts for compliance and benefit accuracy
• Handle complex life event cases according to legislation
• Calculate pension divisions and manage settlements
• Collaborate with teams for effective case resolution
• Review tax documentation and oversee transactions
Requirements:
• 1 to 3 years in financial services or a related area
• Detail-oriented with strong analytical capabilities
• Self-motiva...