Pension Analyst, Defined Contribution Pension

2 weeks ago


Montreal, Quebec, Canada LifeWorks Full time
Bâtir une carrière enrichissante


Chez Solutions Mieux-être LifeWorks, nous n'offrons pas seulement des possibilités de carrière, nous proposons des possibilités de carrière qui vous permettront de contribuer de façon significative à la qualité de vie des gens.

Nous comptons sur l'expertise remarquable de plus de 7 000 employés afin de soutenir le personnel des organisations que nous servons et les membres de leur famille.

Nos programmes avant-gardistes ont un effet durable sur la santé, la sécurité financière et la productivité de entreprises.


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

Please note that Bilingual (French/English) experience is an asset

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:

  • Advanced written and oral English and French skills are a must.
  • Knowledge of group benefits (DB and DC pension or group insurance) an asset.
  • Relevant university degree
  • Have, or be in progress of completing a CSC or IFIC designation is considered an asset.
  • 12 years' experience working in a customerfocused role in the pension industry, and a foundation of knowledge in provincial pension and tax legislation.
  • Excellent problemsolving 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.
LI-RD1


Là où la loi le permet, les employés de LifeWorks doivent être entièrement vaccinés pour accéder à un bureau de LifeWorks ou aux locaux des clients.

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