Pension Services Specialist

1 week ago

Toronto, Canada University Pension Plan Full time

ABOUT UPP
UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 39,000 members across four universities and 12 affiliate organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for growth, our doors are open to all Ontario universities.

Together, we’re a team of progressive thinkers and agile doers operating within a fast-paced culture of collaboration and respect. We believe in bringing smart and capable people together to create, solve and grow with a clear shared vision and values of integrity, inclusivity, ingenuity, and impact.

Our culture is intentionally welcoming and purposefully rooted in equity, diversity, inclusion, and reconciliation (EDIR). We believe diverse teams, perspectives, and lived experiences contribute to better decisions and a better workplace.

As a long-term investor, we recognize that environmental, social and governance (“ESG”) factors support risk management and value creation. As stated in our Responsible Investing Policy, we are committed to incorporating ESG considerations into our investment management activities and we collaborate with other industry participants in the promotion of a sustainable economy and society.

Join us in building a bright future for our members, our organization, and each other.

ABOUT THE ROLE
Reporting to the Manager, Client Experience, this is a fantastic opportunity for an experienced Pension Services professional to join a team of high performing professionals to make a great impact.

UPP is based in Toronto’s financial district and has a hybrid work model (~2 days / week in office).

SPECIFIC ACCOUNTABILITIES
UPP is uniquely positioned in its flexibility to build an internal foundation from the ground up. We approach this build thoughtfully and methodically, with a careful focus on building a strong base, operational efficiency and excellent member and employer experience. We are creating a digitally enabled service experience for our members.
Service Delivery
- Deliver best-in-class service to our members, participating employers and universities.
- Act as the primary point of contact for inquiries from members of the pension plan, including active faculty and staff, retirees, and vested deferred members, responding to questions regarding retirement estimates and quotes, retirement planning, termination, and death benefit payments, etc.
- Provide timely and accurate information to all employers regarding general and specific provisions of the benefit and pension plan.
- Exhibit an ability to listen, negotiate and communicate goals; share knowledge, experience, and responsibility with the team to achieve the highest standards of professionalism.
- Offer distinctive, exceptional pension service to all members and employers.

Pension Administration
- As a front-line service provider to members and employers, provide relevant, prompt, and accurate information by telephone and in writing.
- Remain current on pension benefit trends, practices and procedures, and evaluate and recommend adjustments.
- Learn UPP’s new pension administration system in order to confidently assist members and employers.
- Ensure support is provided to members in order to resolve issues that may occur.
- Will escalate more complex issues to senior team members.
- Lend support and expertise to the Pension Services team through learned experiences while supporting members and employers.
- Will be expected to provide backup support to other areas within the Pension Services team as needed.
- Support the Client Experience Manager on special pension projects as needed.

QUALIFICATIONS & EXPERIENCE
- Completed college diploma or university degree with 3+ years of strong client service experience in the pension, insurance or financial services industry.
- 1+ years of experience within the pension services industry (defined benefits experience is preferred)
- Strong ability to self-diagnose member and employer issues correctly.
- Strong oral and written communication skills and an ability to communicate complex information clearly and at a level appropriate for the member and employer.
- Professional, client-focused approach to colleagues and assignments.
- Seeks out experiences that may change perspective or provide an opportunity to learn new things.
- Ability to organize, set priorities and work independently.

ATTRIBUTES
- A passion for delivering a great pension experience from enrollment to retirement, with a proven ability to develop and maintain effective working relationships.
- High emotional intelligence.
- Organized and able to manage workload based on level of priority.
- Self-motivated, flexible, and adaptable to changing priorities and new challenges.
- Logical and detail oriented.
- Strong commitment to innovation and continuous improvement.
- Ownership mindset.
- Strong conflict r

  • Pension Education Specialist

    4 days ago

    Toronto, Canada CAAT Pension Plan Full time

    ** PLEASE APPLY ON COMPANY WEBSITE** We're on a mission to secure a better financial future for Canadians. Your meaningful contributions go beyond the workplace, touching lives and making a significant societal impact. Work that truly counts! **Why you will love being a CAATster**: **A Culture of Collaboration and Fun** We're a team that works, grows, and...

  • Specialist, Pension Data

    2 days ago

    Toronto, Canada University Pension Plan Full time

    ABOUT UPP UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 39,000 members across four universities and 12 affiliate organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for...

  • Pension Services Representative

    3 days ago

    Toronto, Canada University Pension Plan Full time

    ABOUT UPP UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 39,000 members across four universities and 12 affiliate organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for...

  • Manager, Pension Communications

    3 days ago

    Toronto, Canada University Pension Plan Full time

    ABOUT UPP UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 39,000 members across four universities and 12 affiliate organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for...

  • Manager, Pension Communications

    24 hours ago

    Toronto, Canada University Pension Plan Full time

    ABOUT UPP UPP is the first pension plan of its kind in Ontario's university sector, proudly serving over 39,000 members across four universities and 12 affiliate organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for...

  • Business Analyst

    7 days ago

    Toronto, Canada University Pension Plan Full time

    **ABOUT UPP** UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 39,000 members across four universities and 12 affiliate organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for...

  • Specialist, Institutional

    1 week ago

    Toronto, Canada CIBC Mellon Full time

    **Company Information**: CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee...

  • Benefits and Pensions Analyst

    2 days ago

    Toronto, Canada University of Toronto Full time

    **Date Posted**:07/27/2023 **Req ID**:33125 **Faculty/Division**: People Strategy, Equity & Culture **Department**: People Strategy, Equity & Culture **Campus**: St. George (Downtown Toronto) **Description**: Under the direction of the Director, Benefits, Pensions & Payroll, the incumbent provides a broad range of analytical and administrative services...

  • Director, Client Services

    1 day ago

    Toronto, Canada CAAT Pension Plan Full time

    ** PLEASE APPLY ON COMPANY WEBSITE** We're on a mission to secure a better financial future for Canadians. Your meaningful contributions go beyond the workplace, touching lives and making a significant societal impact. Work that truly counts! **Why you will love being a CAATster**: **A Culture of Collaboration and Fun** We're a team that works, grows, and...

  • Pension Services Coordinator

    5 days ago

    Toronto, Canada OPTrust Full time

    Pension Services Coordinator Department: Member Experience and Pension Operations Type: 12 Month-Contract Location: Toronto Posting Date: May 1, 2023 At OPTrust, _paying pensions today, preserving pensions for tomorrow_ is our mission and business. When you choose OPTrust, you join a team of smart, talented people who fuel our success and have a...

  • Customer Service

    Found in: Jooble CA O C2 - 1 week ago

    Toronto, ON, Canada CAAT Pension Plan Full time

    At CAAT, you belong to a collaborative, inclusive and lively environment that sparks creativity and fosters open communication. Comprehensive & Holistic Care Our all-encompassing employee programs are designed to cater to every aspect of your life and wellbeing, ensuring you feel cherished and valued. This includes, but is not limited to, your...

  • Payroll Specialist

    5 days ago

    Toronto, Canada Healthcare of Ontario Pension Plan (HOOPP) Full time

    Why you’ll love working here: - high-performance, people-focused culture- our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves- learning and development initiatives, including workshops, Speaker Series events and access...

  • Bilingual Client Service Associate

    3 days ago

    Toronto, Canada Ontario Pension Board Full time

    **Bilingual Client Service Associate** **Client Services - Client Care Centre** **Key Qualifications**: You have excellent bilingual communication skills in both English and French, with proficiency in written and oral communications. You have the ability to explain technical information to a wide variety of clients and to adjust your communication style...

  • Chief Pension Risk Officer

    9 hours ago

    Toronto, Canada Financial Services Regulatory Authority of Ontario (FSRA) Full time

    FSRA is guided by our vision of financial safety, fairness and choice for Ontarians. We achieve this by public service through dynamic, principles-based and outcomes-focused regulation. FSRA is committed to attracting and retaining exceptional people who bring energy, expertise, and experience. This includes providing a comprehensive total rewards package...

  • Pension Consultant

    7 days ago

    Toronto, Canada Aon Corporation Full time

    Posting Description: **Pension Consultant - Defined Benefit Pension Administration** Are you looking for an opportunity to join a global leader in the professional services space? This could be the opportunity for you! We are seeking a motivated, diligent and career-minded individual to join our Pension Administration team. This is a hybrid role with the...

  • Payroll Benefits Pension Service Rep 2

    24 hours ago

    Toronto, Canada City of Toronto Full time

    **Job ID**: 32642 **Job Category**:Finance, Accounting & Purchasing **Division & Section**:Pension, Payroll & Employee Benefits, PP&EB Payroll & Benefits Processing **Work Location**:Metro Hall, 55 John Street **Job Type & Duration**:Temporary, 12 month vacancies **Hourly Rate and Wage Grade**:$36.38 - $39.85 TFS269, Wage Grade 10 **Shift...

  • Service Delivery Manager

    7 days ago

    Toronto, Canada University Pension Plan Full time

    ABOUT UPP UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 39,000 members across four universities and 12 affiliate organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for...

  • Actuarial Analyst

    2 days ago

    Toronto, Canada Ontario Pension Board Full time

    **Actuarial Analyst (Co-op Student) Actuarial Services** **(8-month work term - Fall 2024)** As a member of the Actuarial Services team at Ontario Pension Board (OPB), the Actuarial Analyst (Student) will contribute to the in-house actuary services and assist in supporting the day-to-day operations of the Public Service Pension Plan (PSPP). In this role,...

  • Analyst, Pensions

    Found in: beBee jobs CA - 2 weeks ago

    Toronto, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the Opportunity?The Analyst, Pensions & Benefits will support the management, design, and governance oversight of RBC's international pensions, savings, and benefits programs in the British Isles, Europe, and Asia-Pacific. The Analyst will partner with several stakeholders to support the operation of programs, ensuring...

  • Business Development

    4 days ago

    Toronto, Canada Letko, Brosseau & Associates Full time

    **Letko, Brosseau & Associates **is an investment manager with offices in Montreal, Toronto and Calgary. Founded in 1987, the firm has enjoyed strong growth as a result of excellent investment performance, attentive client service and high standards of business ethics. The **Business Development (BD) - Pensions **primary role is to capture new business from...