Disbursement Associate

TL;DR

Disbursement Associate (Finance): Managing the end-to-end processing of financial disbursements, title changes, and rollover requests with an accent on accuracy, regulatory compliance, and complex calculations. Focus on maintaining high service levels, resolving member inquiries, and ensuring precise execution of financial transactions within a hybrid work environment.

Location: Must be based in or able to commute to Toronto (Hybrid)

Salary: $43,000–$63,000

Company

hirify.global is a financial services organization committed to providing an inclusive and equitable environment for its employees and members.

What you will do

• Examine legal and contractual documents to validate disbursement requests.
• Calculate cash values, dividends, and withholding taxes for claim settlements.
• Manage internal and external rollovers, loan repayments, and rider adjustments.
• Interpret complex legal documents including divorce decrees and power of attorney forms.
• Provide high-quality customer service by answering inbound inquiries regarding processing.
• Collaborate with internal teams to support operations and participate in user acceptance testing.

Requirements

• Must be available to work rotating shifts between 8:00am and 8:00pm.
• Must be available to provide coverage on Canadian Statutory holidays.
• Proven experience with state or provincial financial legislation.
• Strong mathematical skills and attention to detail for complex calculations.
• Proficiency in Microsoft Office, specifically Word and Excel.
• Excellent written and verbal communication skills.

Nice to have

• Knowledge of the Vantage system.
• Participation in LOMA or similar professional development programs.

Culture & Benefits

• Commitment to Inclusion, Diversity, and Equity (IDE) as a core strategic objective.
• Hybrid work environment supporting work-life balance.
• Opportunities for professional development and self-improvement.
• Discretionary variable incentive plan based on individual and company performance.