Disbursement Associate (18-month contract)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Location: Hybrid in Toronto, Ontario, Canada; rotating shifts between 8:00 a.m. and 8:00 p.m., with coverage on some Canadian statutory holidays.
Salary: CAD 43,000β63,000 per year, plus potential discretionary variable incentive.
Company
provides the operating environment for processing member financial transactions and related service requests.
What you will do
- Review documents and validate legal and contractual requirements for disbursement requests.
- Calculate and process settlement cheques, fund transfers, rollovers, reactivations, loan repayments, dividends, and tax-related amounts.
- Handle ownership, assignment, and name changes, including partial surrenders and rider adjustments.
- Interpret divorce decrees, bankruptcy documents, and powers of attorney to confirm request validity.
- Respond to member, field, internal, and external inquiries and follow up on outstanding requirements.
- Support quality reviews, process improvements, user acceptance testing, projects, and operational coverage.
Requirements
- Related experience and knowledge of relevant provincial legislation.
- Strong computer skills, accurate keyboarding, and working knowledge of Word, Windows, and Excel.
- Excellent written and verbal communication, organization, customer service, and attention to detail.
- Strong mathematics skills and experience performing financial calculations, including cash values, dividends, tax gains, and withholding tax.
- Ability to work rotating shifts between 8:00 a.m. and 8:00 p.m. and cover some Canadian statutory holidays.
- Knowledge of Foresters products; Vantage system knowledge is an asset.
Nice to have
- Participation in LOMA or other self-development programs.
Culture & Benefits
- Full-time 18-month contract position.
- Eligible employees may participate in a discretionary variable incentive plan based on individual and company performance.
- Commitment to equal opportunity, inclusion, diversity, and equity.
- Candidate accommodations are available during the recruitment process.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β