Lead Associate, Pension Administration

1 month ago

Toronto, Canada Willis Towers Watson Full time

Lead Associate, Pension Administration
- Toronto, CA

June 15, 2023

The complexity, costs and risks associated with employee benefits pose an increasing threat to business performance. An enterprise-wide strategy for managing benefits gives our clients the framework to develop programs that work in concert to help attract and retain top talent in a cost-effective manner so they can offer benefits that give them a competitive edge while meeting the needs of their employees.

Our Retirement team provides expertise in design and management of retirement plans to leading organizations worldwide. Our Pension Administration Group provides state of the art outsourcing solutions for defined benefit plans. As Lead Associate in our Pension Administration Group, you will perform a wide variety of recurring defined benefit plan administration services for clients, contribute to special projects, and provide ad hoc client support services. You will serve as the day-to-day project manager, contributing to client management and special projects, while also mentoring less experienced associates.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

**The Role**

You will have the opportunity to:

- Enhance your knowledge of all aspects of retirement plan administration
- Enjoy a well-defined career path with opportunities for growth and advancement
- Leverage the most cutting edge tools and resources and some of the world’s experts in retirement plan design, management and pension administration

**Responsibilities**
- Prepare moderately complex benefit calculations and trust instructions
- Collect, manipulate, reconcile, and review participant data - identifying and resolving issues as they arise
- Resolve more complex plan provision questions and issues surfaced by less experienced Analysts
- Create internal administration manuals for clients if one does not exist (e.g. obtain and copy SPDs, plan documents, sample letters, sample calculations, etc.)
- Follow and update documentation materials as directed
- Employ WTW’s Professional Excellence tools and concepts to ensure efficient and quality output/service delivery
- Adhere to plan documents and government regulations in administering plans
- Maintain complete and accurate work papers and audit trails
- Serve as day to day project manager on pension administration work
- Manage and coach team to ensure progress against established budgets, time lines and quality standards
- Serve as primary, daily contact to clients on delivery of services
- Respond to and resolve complex issues, including those escalated by less experienced Analysts
- Review work and deliverables of Analysts
- Raise issues as appropriate to Consultants/Senior Consultants
- Deliver on projects to meet or exceed client expectations
- Increase efficiency within client teams by identifying ways to improve processes
- Develop and train less experienced Benefits Analysts

**The Requirements**
- 6-9 years defined benefit plan administration and manual calculation experience required
- Strong knowledge of the fundamentals of defined benefit plan design
- Strong analytical and problem solving skills
- Solid expertise in Microsoft Excel and Word
- Strong attention to detail
- Professional, client-focused approach to colleagues and assignments
- Seeks out experiences that may change perspective or provide an opportunity to learn new things
- Strong oral and written communication skills
- Ability to organize, set priorities, work independently and complete multiple projects within established deadlines
- Bachelors or Associate Degree in Math, Business Administration, Human Resource Management, Statistics or related field, with a strong academic record

**Equal Opportunity Employer**

y Employer

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