About The Position

This role requires performing all tasks needed to keep clients' pension plans running efficiently. As part of a market-leading team, you will contribute to the creation of concrete results for our clients by applying innovative and effective solutions to support the pension administration team.

Requirements

  • French / English bilingualism is required due to the frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally.
  • Experience with pension administration systems, strong spreadsheet competencies and math proficiency required
  • Detailed with sound pension administration and organizational skills
  • Advanced Excel and a thorough knowledge of Word
  • Client-service demeanour

Nice To Haves

  • 2+ years working with Defined Benefit Pension Plans, preferred
  • Preferred education in Math, Statistics, Actuarial Sciences and Finance
  • Previous work experience in reviewing calculations and yearend tasks (PAs, Indexation, Annual Statements, etc.)
  • Knowledge of related provincial and federal pension legislation and Income Tax Act provisions
  • Other assets include the completion of CEBS, PPAC, CHRP designations or actuarial courses.

Responsibilities

  • Calculate, peer review and authorize benefit entitlements on retirement, termination, death and marriage breakdown
  • Year-end update of plan records, including the reconciliation of the membership, contributions and trust fund
  • Calculation alongside assessment of PAs, PSPAs and PARs and preparation of applicable filing forms
  • Preparation and review of annual pension statements
  • Read and interpret pension plan texts
  • Quality control of year-end data input and verification of computer output
  • Communication with clients regarding data, administration, and interpretation of pension plan text
  • Preparation, review and filing of government forms including Annual Information Return, and PBGF forms
  • Track team progress and coordinate with various departments to ensure service delivered on time
  • Support the set-up and testing of the system for new and existing clients according to the plan provisions and administrative requirements
  • Assist with the development/maintenance of standard operation procedures
  • Respond to member calls and facilitate requests
  • Attend client meetings in technical support role
  • Liaise with trust company and plan auditors
  • Maintenance of client records
  • Other duties as required
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