Research Associate

Summary

Handle all queries related to former members of pension funds seeking information on benefits. Manage plan adjustments and bank account clearing activities.

Responsibilities

• • Keep track of all queries regarding former members of pension funds that is not located on the deferred listing.
• • Research queries received from pension administrators, the compliance team, Group Client Service or other relevant personnel, regarding former members.
• • Communicate with all members once queries are received.
• • Update the relevant stakeholders on the progress of the queries.
• • Ensure all records related to former members are stored electronically to ensure ease of future access.
• • Identify payments in the pension deposit bank account and work alongside relevant personnel to clear the amounts.
• • Follow up with Pension Administrators to ensure that pension deposits are identified and advice given to Finance.
• • Provide details of deliverables completed in assigned database.
• • Where necessary, investigate any adjustments required to be made to pension plan accounts within the stipulated timeframes and make the necessary adjustments.
• • Perform other job-related duties assigned from time to time.

Required Skills

• • Excellent communication skills.
• • Time management skills.
• • Sound knowledge of computer software packages such as word processing and spreadsheet applications.
• • Researching skills.

Qualifications

• • Minimum of an associate degree in Business Administration or related discipline from a recognized institution.
• • Successful completion of the LOMA level I designation or certification in other industry specified courses.
• • At least three (3) years working experience in a similar capacity.

Additional Information and Instructions

If this role is of interest to you, kindly submit an application via Sagicor's career portal no later than March 14, 2025.

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