Pension Analyst

Job Description:

The Associate Pension Administrator will work within a team that to provide quality client-focused administrative services for our Corporate clients.

Job Responsibilities:

• Ensures that quality control and service standards are attained with every transaction.
• Enters, updates and audits information; performs and proofs transactions on in-house software.
• Understands the client’s perspective and priorities.
• Attends internal training sessions to build knowledge of industry topics and trends.
• Processes interfund transfers, contributions, withdrawals and terminations for clients.
• Performs reconciliations on a monthly basis.
• Liaises with consultants, trust companies and investment manager representatives concerning clients’ DC plans.
• Keeps apprised of applicable new and existing pension, tax and securities legislation; shares knowledge with the team.
• Acts as a back-up, responding to in-bound calls from members and clients.
• Receives and responds to plan member and client inquiries and requests.
• Provides regular and ad hoc reports for clients.
• Participates on special projects as required.

Job Requirements:

• Excellent written and oral English and French skills are an asset.
• Knowledge of group benefits (DB and DC pension or group insurance) an asset.
• 1-2 years’ experience working in a customer-focused role in the pension industry, and a foundation of knowledge in provincial pension and tax legislation.
• Our strongest analysts have excellent communication and time management skills, and the ability to manage multiple assignments.
• Excellent problem-solving and analytical skills, along with a strong professional acumen and the desire to take the initiative in helping clients find solutions.
• Relevant university degree
• Have, or be in progress of completing a CSC or IFIC designation is considered an asset.

Job Details:

Company: Morneau Shepell

Vacancy Type: Full Time

Job Location: Toronto, Ontario, CA

Application Deadline: N/A

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