Pension Analyst
4 months ago
TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.
Our Pension Analysts work within a team to provide quality client-focused administrative services for our Corporate clients.
**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 in-house 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 back-up, responding to in-bound calls from members and clients.- Participates on special projects as required.
Succeeding as a Pension Analyst will require the following core qualifications and skills:
- Excellent written and oral English and French skills are an asset.- 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.- 1-2 years’ experience working in a customer-focused role in the pension industry, and a foundation of knowledge in provincial pension and tax legislation.- Excellent problem-solving 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
Where permitted by law, company employees must be fully immunized to access a TELUS Health or LifeWorks office or customer premises.
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