Events Analyst Financial Services

Position: Life Events Analyst for Financial Services
Join a dynamic team as a Life Events Analyst focused on financial services with a solid emphasis on analytical skills and pension calculations across Canada. This critical role demands attention to detail and effective communication.

We are looking for a Life Events Analyst to review complex cases involving death, divorce, and other significant life events. In this position, you will analyze member accounts, legal documents, and ensure compliance with pension division and tax regulations. Collaboration with internal teams and clients is essential to resolve complex issues efficiently.

Key Responsibilities:

• Analyze accounts for beneficiary entitlements and tax requirements

• Review complex life events and ensure compliance

• Perform accurate calculations for pension settlements

• Collaborate with customer service and legal teams

• Process transactions and review accuracy of financial reports

Requirements:

• 1-3 years experience in financial services or related fields

• Strong analytical and problem-solving skills

• Intermediate English proficiency for documentation and communication

• Ability to navigate complex legislation

• Demonstrated attention to detail and autonomy

Utilize your financial analysis and empathetic communication skills to support clients effectively.
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