Supervisor Savings and Retirement Operations

Position Title: Supervisor Savings and Retirement Operations
Reports To: Manager Savings and Retirement Operations
Department: S&R Operations
Term: Permanent FullTime

Work Arrangements: This is a hybrid role. You will work in our office in Waterloo ON a minimum of two 2 assigned consecutive days every other week plus a fifth 5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.


The Opportunity:In this role you are a passionate leader that prioritizes mentoring and developing highly effective teams. This includes providing cross training opportunities and ensuring high quality service standards and production targets are met. As a Subject Matter Expert you will also provide recommendations implement solutions and offer other expertise on process improvements and system changes/enhancements. Dont miss the opportunity to join one of the Waterloo Areas Top Employer for 2025 and Southwestern Ontarios Top Employers for 2024!

What you will be doing:

• Ensuring the daily operations (new business inforce and claims) in the Savings & Retirement administration team meets quality service standards and production targets
• Supervising developing training mentoring and supporting staff while providing a positive and engaging team environment
• Providing indepth technical support & system processing expertise to the S&R Division through actively consulting with internal business partners external IT vendors (LTIMindtree) direct reports and S&R leadership
• Ensuring that the business area remains fully functional to meet their service objectives through indepth analysis problem identification and through to providing recommendations and implementing solutions
• Communicating operational risks costs benefits and changes related to financial processing compliance tax reporting and system changes
• Acting as a Subject Matter Expert on S&R operations processes procedures balancing of accounts tax forms and systems which include various financial software systems
• Resolving issues oversee production and assisting staff on complex system processing error corrections and escalated issues with daily fund balancing
  
  
  

What you will bring:

• Postsecondary education degree in a related field: Business Accounting Math or Computer Science preferred or equivalent combination of education and work experience
• Minimum 7 years Savings & Retirement industry experience of including a solid understanding of Savings & Retirement Operations products administrative processes service standards and/or compliance and legislation
• Minimum 2 years experience in analysing and evaluating workforce metrics to enhance and maximize capacity planning and production
• Recent relevant supervisory experience in a service and metricsbased environment;
• A positive attitude while building an engaging team environment and while working hard to drive results
• Experience in analysing and evaluating workforce metrics to enhance and maximize capacity planning and production
• Strong investigative and critical thinking skills to identify where errors occurred assessing impact and rectifying with a sense of urgency
• An understanding of change management practices and principles
• Ability to multitask and handle multiple deadlines tasks and projects efficiently
• Aptitude for financial software systems
• Excellent communication skills both verbal and written
• Sound knowledge of Windows/MS Office

Whats in it for you:

• A healthy worklife balance with employee wellness top of mind
• Annual bonus program annual vacation allowance and companypaid benefits program
• An additional paid volunteer day each year so you can spend time giving back to the community
• Immediate enrollment in the companys pension program with employer matching
• Employee resource groups that support an inclusive work environment
• Tuition support and specialized program assistance
• An onsite fullservice cafeteria with a variety of daily options
• Discounts on company products and services and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration
  
  
  

As part of the recruitment/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.

To learn more about Equitable we encourage you to explore our organization.

At Equitable we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

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