Operations Associate
Application Deadline: 31 May 2025
Department: Plan Administration
Employment Type: Fixed Term Contract
Location: Head Office
Description
We are looking for a dedicated individual who thrives on challenges and can showcase their analytical skills for an Associate position in the Plan Administration Team.
CHALLENGES TO BE MET
· Ensure accurate processing of financial applications involving principal and interest amounts towards the education of children at maturity and scholarships.
Process maturity and student applications, non-post secondary education withdrawals, bankruptcy cases, transfer in, cancellations and transfers out accurately and within service standards
Use electronic mail to coordinate with other departments within the organization to ensure transparency
Define office procedures for enhancement of operations teamwork
Ensure all transactions are processed according to company guidelines in addition to ESDC and CRA regulations
Administer and maintain contracts according to operational and regulatory standards by ensuring adherence to all policies and procedures
Maintain up-to-date knowledge of relevant financial and government regulations to ensure compliance.
· Perform additional tasks and responsibilities as assigned by the Manager, contributing to various operational needs and projects within the organization.
WHO WE ARE LOOKING FOR
2+ years’ experience in Customer Service, managing front-line interactions with customers
Security and privacy focused with the ability to maintain strict confidentiality
Impeccable command of the English language with proven experience to discern proficiency in written and verbal communication
Adept at building strong relationships, using interpersonal communication to lead candidates through the hiring process
Strong organization and decision-making skills
Attentive to detail
Experience in partnership relations and virtual management
Adaptable to change and constantly strive to improve processes
Possess a strong understanding of the business, products and history of Embark plan administration
Fundamental knowledge of adult learning best practices
