Pension Plan Administrator/coordinator

1 month ago

Vancouver, Canada PBI Actuarial Consultants Ltd. Full time

**About us**

PBI is an employee-owned Canadian firm with offices in Vancouver, Montreal and Burlington. The Company offers competitive compensation and benefits.

PBI is a firm that specializes in providing pension, benefit and investment consulting services for multi-employer, jointly-trusteed pension plans and benefit plans.

**A unique work environment**

PBI’s work philosophy is based on open-mindedness and the active involvement of all its associates.

In fact, our company encourages growth both in a personal and professional level inside a healthy respectful learning environment. More specifically, our core values are cooperation, self-sufficiency for teams as well as individuals, dedication towards our clients and our Company, development of skills, confidentiality, efficiency, creativity, thoughtful decision-making, precision and synergy.

**Tasks and responsibilities**
- Processing of plan expenses, as needed
- Monthly reconciliation of plan expenses to custodial financial statements
- Provide allocation of expenses on a monthly basis to custodian for certain plan accounts
- Preparation and correspondence regarding deposit of Employer Contributions to custodial account
- Preparation and completion of documents with respect to plan’s annual GST/HST/QST Rebates and forms
- Preparation and completion of documents to regulators with respect to Plan Amendments
- Assist insurance consultant regarding insurance coverage for third party service providers
- Assist plan auditors with plan audit
- May be involved with organizing Spring and Fall client meetings including:

- Preparation of Scheduled meetings Itinerary
- Arrange for hotel/meeting spaces
- Negotiate with hotel on contract terms
- Coordinate accommodation room block
- Coordinate with 3rdparty service providers
- Coordination of meeting materials from 3rd party service providers
- Travelling to the Spring and Fall client meetings to ensure that there are no logístical issues, problem solving at the meetings along with being on call during meetings and events

**Qualifications**
- Post-secondary education or related experience
- Demonstrates attention to detail and strong organizational skills
- Strong analytical and problem-solving skills
- Strong communication skills, both written and oral
- Able to work under deadlines and on several projects simultaneously
- Commitment to superior client satisfaction
- Strong Excel skills

**Other qualities**
- Is a team player, yet is self-sufficient and shows initiative
- Able to easily adapt in a new work environment

**Terms and conditions of employment**
- Permanent position
- 40 hour weekly schedule
- Salary will be based on experience and our internal policy in force

**Job Types**: Full-time, Permanent

**Salary**: $50,000.00-$70,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- Tuition reimbursement
- Wellness program

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus pay

Work Location: One location

Application deadline: 2023-02-28

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