Pension Analyst

2 weeks ago

Toronto, Ontario, Canada LifeWorks Full time
Build a meaningful career

At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people's lives.

The extraordinary expertise of a more than 7,000-strong workforce is harnessed to support the employees and families of the organizations we serve.

Our innovative programs have a lasting impact on the health, financial security and productivity of 24,000 workplaces.

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

Responsibilities:

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

  • Excellent written and oral English and French skills are an asset.
  • Bilingual (French/English) also an asset.
  • Knowledge of group benefits (DB and DC pension or group insurance) an asset.
  • Relevant university degree relating to the role
  • Have, or be in progress of completing a CSC or IFIC designation is considered 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.
  • Excellent problem-solving and analytical skills, along with a strong professional acumen and the desire to take the initiative in helping clients find solutions.
  • Our strongest analysts have excellent communication and time management skills, and the ability to manage multiple assignments.
L1-RD1

Where permitted by law, LifeWorks employees must be fully immunized to access a LifeWorks office or customer premises.

Fulfilling work that matters


LifeWorks is in the business of helping organizations help their people and in the process, we strive to elevate ours.

We're always looking for talented professionals and strategic leaders looking to make a difference in the lives of the people we serve.

We appreciate the interest of every applicant; however, we contact only those selected for an interview.

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