Bilingual Pension Plan Specialist

2 months ago

Ottawa, Canada Sun Life Full time

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

As a member of the Payout Annuity Team, the incumbent will be responsible for the successful implementation of new plans and plan changes related to Defined Benefit (DB) Plans for Group Retirement Services. The incumbent will work in partnership with the DB Solutions Team to support various services related to group annuity purchase.

**What will you do?**
- Review and analyse quotes, plan rules and data to ensure that information is complete and accurate.
- Manage all aspect of the data upload to the source system to on board all plan members.
- Work with internal partners to issue welcome packages to all plan members.
- Document plan rules and other information needed for proper plan administration on a day-to-day basis.
- Act as Subject Matter Expert on the administration of Defined benefit plans
- Provide support to the Payout Annuity Team on plan rules and other complex matters.
- Take part in the various quality control and audit processes.
- Support the knowledge management duties related to deferred annuities

**What do you need to succeed?**
- Bilingualism ( French, English) required
- interactions with English-speaking customers or partners
- University degree in actuarial science or related field of study
- Minimum of 5 years of experience in Defined Benefits or Group Retirement Services
- Expertise in working with large volume of data in Microsoft Excel
- Excellent customer service skills
- Analytical and problem solving skills
- Organizational skills and ability to prioritize in order to achieve tight delivery dates
- Ability to work in a team environment with minimum supervision

**What’s in it for you?**
- Trusting, diverse and inclusive working environments
- Supportive leadership who’s focused on your success and well-being
- You choose where you want to work from, with no minimum or maximum days in either place. We want the office to be a magnet, not a mandate #flexibility
- Continuous improvements that focus on enhancing your work and our clients’ experience #makeadifference
- Sustainability commitments to create a cleaner, more inclusive and sustainable future for our communities
- We offer a number of programs and offerings to help our Employees achieve lifetime financial security and live healthier lives, some of these include:

- Nous offrons de nombreux programmes et incitatifs aidant nos employés à atteindre une sécurité financière durable et un mode de vie sain, notamment:

- Comprehensive benefits
- Retirement & stock investment
- Wellness programs, benefits and health incentives
- Paid vacation based on experience and additional days to support family care and personal emergencies
- Time off for enrichment experiences through a Sabbatical program
- Investment in not-for-profit organizations that are important to you

When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Job Category**:
Customer Service / Operations

**Posting End Date**:
12/03/2023

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