Pension Analyst
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Job Description
Pension Analyst providing services to plan members regarding their pension plans. Working with a dynamic team to process transfers, contributions, and client inquiries.
Responsibilities:
- Process interfund transfers, contributions, withdrawals and terminations for clients
- Provide regular and ad hoc reports for clients
- Receive and respond to plan member and client inquiries and requests
- Enter, update and audit information; perform and proof transactions on in-house software
- Liaise with consultants, trust companies and investment manager representatives concerning clients’ DC plans
- Perform reconciliations on a monthly basis
- Keep apprised of applicable new and existing pension, tax and securities legislation; share knowledge with the team
- Attend internal training sessions to build knowledge of industry topics and trends
- Ensure that quality control and service standards are attained with every transaction
- Act as a back-up, respond to in-bound calls from members and clients
- Participate on special projects as required
Requirements:
- 1-2 years’ experience working in a customer-focused role in the pension industry
- Foundation of knowledge in provincial pension and tax legislation
- Knowledge of group benefits (DB and DC pension or group insurance) an asset
- Relevant University or college degree, or an acceptable combination of education and work experience
- Possessing or working towards obtaining a CSC or IFIC designation is considered an asset
- Exceptional problem-solving and analytical skills
- Strong professional acumen and a proactive approach to assisting clients in finding solutions
- Excellent communication and time management skills
- Ability to manage multiple assignments
Benefits:
- Complete flexibility to work in office, remote, or a mix of both
- Enjoy a flexible schedule and a comprehensive benefits program
- Career opportunities for professional development
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