Jasmine Adeel

· Perform analysis and make recommendations regarding the effectiveness of retirement programs.

· Work with large sets of data.

· Identify gaps in established processes and developed requirements based on increasing efficiency and automating various processes for Pensions.

· Work on a project to enhance the plan aiming to improve retention and engagement.

· Manage daily escalations, collaborated with vendors to resolve issues swiftly, handled government filings (e.g., Tax Slip, annual statements, T3GR Reports, MV reports), and performed Defined Benefit calculations and package verifications.

· work with call center operations, ensuring high-quality client service and operational efficiency.

· Generate reports and analyze metrics and client feedback to provide actionable insights.

· Identify and implement client service strategies for continuous improvement.

· Train and equip the team to support clients and maintain a client-focused culture.

· Monitor service levels, address issues, and manage call volumes, ensuring effective real-time problem-solving.

· Collaborate with internal teams to resolve client issues and optimize service delivery.

· Lead projects related to legislative changes, plan updates, and system/process improvements.

· Coach and mentor team members, fostering a culture of continuous learning and professional development.

• Process interfund transfers, contributions, withdrawals and terminations for clients
• Provide regular and ad hoc reports for clients
• Review the termination/ death packages
• Receive and respond to plan members' and clients' inquiries and requests.
• Enter, update, and audit information; perform and proof transactions on in-house software.
• Liaise with consultants, trust companies, and investment manager representatives concerning clients’ DC plans. (GRSP, LRSP, TFSA, RRIF, LIF, VRSP, NRSP, MSPRPP)
• Reviewing each and every daily task.
• Experience with using HRIS files.
• Prepare prepayroll files.
• Apply the fee and income to the accounts on a monthly basis.
• Work on annual financial statements.
• Preparing and reviewing the year-end tax receipts.
• Perform reconciliations on a weekly or monthly basis.
• Participate in special projects as required.
• Keep apprised of applicable new and existing pension, tax, and securities legislation.
• Ensure that quality control and service standards are attained with every transaction.
• Ensure the full recruitment process is in place, including drafting postings, posting jobs, screening, shortlisting, coordinating, and managing interviews and written exams, submission of decisions, offer letters, medical/police clearance, reference checks, etc.
• Provide guidance on an ongoing basis to regular and affiliate workforce staff regarding their entitlements and the completion of all required documents.
• Review and direct incoming correspondence, phone calls, and initiate responses; prepare correspondence and presentation materials.
• Perform highly independent, specialized administrative tasks, including preparation, research, investigation, review, reconciliation, control, and coordination of various documentation and processes.
• Monitor all key reports required for committees and councils, and ensure deadlines are met.
• Participate in the development of communication strategies, and prepare and coordinate communications material within the department/division, including newsletters, bulletins, and flyers.

• Provide senior level administrative support, advice and guidance on key initiatives and policies
• Review and direct incoming correspondence, phone calls, and initiates responses; prepare correspondences and presentation materials
• Perform highly independent, specialized administrative tasks, including, preparation, research, investigation, review, reconciliation, control and co-ordination of various documentation and processes
• Monitor all key reports required for committees and council and ensured deadlines are met
• Participate in the development of communication strategies and prepare and co-ordinate communications material within the department/division including newsletters, bulletins and flyers
• Perform reconciliations on a weekly/ monthly basis
• Participate on special projects as required
• Keep apprise of applicable new and existing pension, tax and securities legislation
• Ensure that quality control and service standards are attained with every transaction
• Act as a backup for the Client Manager
• Ensure the full recruitment process is in place including drafting postings, posting jobs, screening, shortlisting, coordinating and managing interview & written exams, submission of decisions, offer letters, medical/police clearance, reference checks etc
• Provide guidance on an on-going basis to regular & Affiliate workforce staff regarding their entitlements and completion of all required documents
• Support staff by providing guidance, advice, options and HR solutions to help resolve issues of an employee relations nature
• Provide guidance and help to users in solving input and interpretation problems, in system use
• Respond to detailed enquiries, complaints, concerns, conflicts and discrepancies with respect to procedures of any participant at a proceeding and take appropriate and immediate action to ensure resolution and preserve security and integrity

• Provide senior level administrative support, advice and guidance on key initiatives and policies
• Review and direct incoming correspondence, phone calls, and initiates responses; prepare correspondences and presentation materials
• Perform highly independent, specialized administrative tasks, including, preparation, research, investigation, review, reconciliation, control and co-ordination of various documentation and processes
• Monitor all key reports required for committees and council and ensured deadlines are met
• Participate in the development of communication strategies and prepare and co-ordinate communications material within the department/division including newsletters, bulletins and flyers