Client Specialist, Retirement - Edmonton - Lloyd Sadd | Navacord

    Lloyd Sadd | Navacord
    Lloyd Sadd | Navacord Edmonton

    2 days ago

    Description

    Posted Monday, January 26, 2026 at 7:00 AM

    Navacord is one of Canada's largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations across Canada, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Navacord invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.

    THE ROLE

    The Group Retirement Client Specialist provides centralized administrative support to our Group Retirement Services team, enabling the efficient delivery of retirement, savings, and pension plan services to our clients. This role supports advisors and consultants by ensuring accurate, timely, and compliant administration of group retirement plans, allowing the team to focus on strategic client advisory work.

    Group Retirement Client Specialist are detail-oriented administrative professionals who can manage multiple priorities while maintaining a high standard of accuracy, confidentiality, and service excellence. They play a key role in supporting long-term client relationships through dependable and consistent administrative support.

    WHAT YOU'LL DO:

    • Most importantly, you will lead by example, live our values, and drive new business for the company through new business opportunities and expanding sales in existing accounts.
    • Provide high-quality administrative support to the Group Retirement team, including advisors, consultants, and account managers.
    • Support the ongoing servicing of group retirement plans (e.g., RRSP, DPSP, TFSA, pension plans) by assisting with plan set-up, amendments, renewals, and ongoing maintenance.
    • Coordinate and process documentation related to new business, plan changes, employee enrollments, terminations, and plan updates.
    • Liaise with record keepers, carriers, and internal stakeholders to follow up on outstanding documentation and requests.
    • Maintain accurate client, plan, and participant records within internal systems, ensuring workflows and documentation standards are consistently followed.
    • Support billing, invoicing, and reconciliation processes, including contribution tracking and administrative reporting.
    • Assist with preparation of client communications, reports, and meeting materials as required.
    • Perform other administrative duties as required to support the Group Retirement Services team.

    WHAT We Require:

    • Previous administrative experience with strong organizational and time management skills.
    • Post-secondary education, certificates, or relevant industry coursework is considered an asset.
    • A strong sense of professionalism, discretion, and business acumen, with a focus on client service and confidentiality.
    • Ability to analyze information, problem-solve, and work effectively in a team-based environment.
    • Strong written and verbal communication skills.
    • Experience with internal systems or CRM/Broker Management Systems is considered an asset.
    • Experience in group benefits, group retirement, financial services, or insurance is considered an asset.

    Navacord is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

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