Group Retirement Services (GRS) is the leading provider of defined contribution plans in Canada through a wide range of products and services. The Fee Support Analyst role is a temporary contract-based role in which the contractor will be responsible for providing support to the Fees and Billing team in ensuring accurate and timely collection of fees charged to all of our plan sponsors and members for defined benefit plans administered in Group Retirement Services (GRS). Specifically, the responsibilities of this role include preparation of recurring and adhoc invoices in the billing system and the review of fee related documents and agreements to ensure the record keeping and billing systems are accurately set up.

What will you do?

• Prepare invoices to plan sponsors using supporting schedules 
• Review fee correspondence to identify fee changes and updates
• Review fee agreements and amendments to interpret fees charged to plan members and plan sponsors
• Extract data from recording keeping system and billing systems to validate fees to the fee agreement and amendments
• Complete an independent review of fees charged between record keeping system and billing system to the fee agreement and correspondence
• Report results and findings for management review

What's in it for you?

• Flexible hybrid work model
• A friendly, collaborative, and inclusive culture
• An environment of continuous learning and improvement

What you need to succeed?

• Excellent analytical skills and critical thinking with strong attention to detail
• Proficient with MS Excel
• Strong interpersonal skills and the ability to work with a team
• Strong organizational skills and the ability to problem solve within the mandate
• Strong written and verbal communication skills
• Experience working with contractual agreements would be an asset
• Experience working in the financial services industry would be an asset