Pension Analyst

5 months ago

Toronto, Canada LifeWorks Full time

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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