About The Position

This position involves ensuring quality service delivery for their Defined Benefit Pension clients. The Associate will require the ability to perform all functions necessary to ensure the continuous efficient operation of our clients' pension plan arrangements.

Requirements

  • Education in Math, Statistics, Actuarial Sciences, Administration and Finance
  • French / English bilingualism is required due to the frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally.
  • Previous work experience in calculating complex benefit entitlements related to retirement, ending employment, death, and marriage breakdown
  • Experience in yearend tasks (Indexation, Annual Statements, etc.)
  • Knowledge of related provincial and federal pension legislation and Income Tax Act provisions
  • Good oral and written communication skills and ability to collaborate within a team
  • Experience with pension administration systems, strong spreadsheet competencies and math proficiency required
  • Meticulous, with sound pension administration and organizational skills
  • Advanced Excel and a thorough knowledge of Word
  • Client-service demeanor

Nice To Haves

  • 1+ year working with Defined Benefit pension plans preferred
  • Applicants who do not have industry experience but have the required education and skills will also be considered.

Responsibilities

  • Calculate benefit entitlements on retirement, termination, death and marriage breakdown
  • Prepare indexation and annual pension statements
  • Perform year-end update of plan records, including the reconciliation of the membership, contributions and trust fund
  • Prepare government forms including Annual Information Return
  • Assist with testing the pension system for new and existing clients according to the plan provisions and administrative requirements
  • Assist with maintaining standard operation procedures
  • Respond to member calls and facilitate requests
  • Maintenance of members’ records
  • Other duties as required

Benefits

  • comprehensive benefits package
  • agile environment allows you to manage your wellbeing and work/life balance
  • two “Global Wellbeing Days” each year
  • variety of working style solutions
  • continuous learning culture
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