Retirement Benefit Specialist

3 weeks ago


Burnaby, Canada System One Full time

System One has partnered with a local business in search of a Retirement Benefit Specialist. This person will be responsible for overseeing the daily operations of multiple retirement benefit plans, ensuring accurate processing and reconciliation to meet service level requirements.

RESPONSIBILITIES:

Process contributions and loan payments from clients

Manage income associated with plan funds

Conduct daily, weekly, and quarterly reconciliation of plans

Maintain contribution files and scan plan documents

Assist in setting up new plans on the Relius record keeping system

Support in the conversion of existing plans

Review reports for participant data accuracy

Resolve any issues that arise during processing

Manage file transfers between Relius and the Trust system

KNOWLEDGE, SKILLS AND ABILITIES:

3 years of employee benefits and accounting experience preferred

Ability to follow various processing procedures

Deadline-oriented and able to handle fluctuations in workload

Proficient in Excel and complex spreadsheets

Strong reconciliation, organizational, and communication skills

Effective problem-solving abilities

Coordination with employee benefits administrators for work requests

PREFERRED QUALIFICATIONS:

Familiarity with trust systems such as SEI

Knowledge of Retirement Benefit systems like Relius

System One, and its subsidiaries including Joulé, ALTA IT Services, CM Access, TPGS, and MOUNTAIN, LTD., are leaders in delivering workforce solutions and integrated services across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible full-time employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.

System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.

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