Pension Analyst

Website Morneau Shepell

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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