Pension Benefit Representative

Alberta Pensions Services Corporation•Edmonton, AB

2d•Onsite

About The Position

If you have an analytical mind and a love of problem solving, this is the place for you! You wear a critical thinking cap and have an aptitude for numbers and financial concepts. You’re a good communicator and aren’t afraid to ask questions. You believe that collaboration is the most effective way to achieve goals. Reviewing benefit calculations — and sometimes wearing your detective hat — are required! You have strong skills in customer service and understand the sensitivity required for financial transactions. No matter which hat you’re wearing, there’s no detail too small for your keen eye’s attention!

Requirements

1–2 years of experience in a business or financial environment where you: Perform calculations, Follow policies and procedures, Provide client-focused service
Strong comfort working with numbers and financial concepts
Proficiency in Microsoft Office (Excel, Word, Outlook, etc.)
Strong written and verbal communication skills

Nice To Haves

A certificate or diploma in business, finance, or a related field
Knowledge of pension plans or benefits
Familiarity with pension legislation and policies
Enrollment in the Pension Plan Administration Certificate (PPAC) program

Responsibilities

Processing benefit requests, including completing and reviewing calculations
Reviewing workflows to ensure requests are accurate and completed correctly
Running, verifying, and managing scheduled and ad hoc data processes
Updating member, pensioner, and corporate records beyond basic data entry
Using Microsoft Office and pension administration systems to review, validate, and prepare data and materials
Managing incoming and outgoing mail, including identifying and correcting any issues
Handling returned mail in accordance with established procedures
Working closely with internal teams such as Member Services, Employer Services, and other operational groups to gather information and complete requests
Communicating professionally with internal colleagues and occasionally with external members or financial institutions
Prioritize and manage multiple tasks in a high-volume environment to meet service standards and deadlines
Ensure all work complies with pension legislation, policies, procedures, and confidentiality requirements
Identify discrepancies or potential risks and escalate issues as needed
Contribute to maintaining and improving processes, documentation, and quality practices
Support a client and team experience through responsive, accurate, and professional service