Associate, Pension Outsourcing

2 months ago

Toronto, Canada WTW Full time

Associate, Pension Outsourcing
- Toronto, CA

February 20, 2024

WTW Retirement consultants have deep experience working with organizations of all types and sizes. We’ve worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and communicating all types of retirement plans.

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

**The Role**

As a Pension Outsourcing Associate, 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.

You will have the opportunity to:

- Serve as primary, daily contact to clients on delivery of services
- Review work and deliverables of Analysts
- Raise issues as appropriate to Consultants/Senior Consultants
- Enhance your expertise in retirement plan design and administration
- Be on a career path with growth and advancement
- Employ the most cutting-edge tools and resources and work with top talent in the industry
- Prepare moderately complex benefits 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 clients and colleagues
- Create internal administration manuals for clients if one does not exist
- Follow and update documentation materials as directed
- Employ Towers Watson’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
- Manage and coach team to ensure progress against established budgets, timelines and quality standards
- 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 Analysts

**The Requirements**
- 2 to 5 years defined benefits plan administration and manual calculation experience required
- Bachelor’s or Master’s degree in mathematics, statistics, finance or any other major with significant quantitative course work; with a strong academic record
- 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

**Equal Opportunity Employer

  • Pension Outsourcing Analyst

    2 weeks 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...

  • Associate, Pension Outsourcing

    1 month ago

    Toronto, Canada WTW Full time

    Associate, Pension Outsourcing - Toronto, CA August 23, 2023 WTW Retirement consultants have deep experience working with organizations of all types and sizes. We’ve worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support...

  • Lead Associate, Pension Outsourcing

    1 month ago

    Toronto, Canada WTW Full time

    WTW Retirement consultants have deep experience working with organizations of all types and sizes. We’ve worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and...

  • Project Director, Pension Outsourcing

    3 weeks ago

    Old Toronto, Canada WTW Full time

    As a Pension Project Director You will source, develop, secure and manage mid to large sized pension administration and outsourcing relationships, and serve as strategic advisor to clients concerning their pension administration issues. You will manage fully outsourced client engagements and ensure all client projects are staffed appropriately. You will also...

  • Project Director, Pension Outsourcing

    3 weeks ago

    Old Toronto, Canada WTW Full time

    As a Pension Project Director You will source, develop, secure and manage mid to large sized pension administration and outsourcing relationships, and serve as strategic advisor to clients concerning their pension administration issues. You will manage fully outsourced client engagements and ensure all client projects are staffed appropriately. You will also...

  • Project Director, Pension Outsourcing

    3 weeks ago

    Old Toronto, Canada WTW Full time

    As a Pension Project Director You will source, develop, secure and manage mid to large sized pension administration and outsourcing relationships, and serve as strategic advisor to clients concerning their pension administration issues. You will manage fully outsourced client engagements and ensure all client projects are staffed appropriately. You will also...

  • Project Director, Pension Outsourcing

    2 months ago

    Old Toronto, Canada Willis Towers Watson Full time

    As a Pension Project Director you will source, develop, secure and manage mid to large sized pension administration and outsourcing relationships, and serve as strategic advisor to clients concerning their pension administration issues. You will manage fully outsourced client engagements and ensure all client projects are staffed appropriately. You will also...

  • Project Director, Pension Outsourcing

    2 months ago

    Old Toronto, Canada Willis Towers Watson Full time

    As a Pension Project Director you will source, develop, secure and manage mid to large sized pension administration and outsourcing relationships, and serve as strategic advisor to clients concerning their pension administration issues. You will manage fully outsourced client engagements and ensure all client projects are staffed appropriately. You will also...

  • Early Careers: Pension Outsourcing Internship

    1 month ago

    Toronto, Canada WTW Full time

    Early Careers: Pension Outsourcing Internship Summer and Fall 2024 - Toronto - Toronto, CA February 27, 2024 Do you want an internship working for the best in the market delivering high quality pension outsourcing services? Are you looking for a company that will invest in your learning and development, preparing you for rapid career growth? Do you want to...

  • Bilingual Pension Analyst

    1 week ago

    Toronto, Canada CAAT Pension Plan Full time

    **PLEASE APPLY ON THE 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,...

  • Pension Analyst, Quality Assurance

    2 days 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...

  • Pension Analyst, Quality Assurance

    2 weeks 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...

  • Early Careers: Pension Outsourcing Internship

    2 days ago

    Toronto, Canada WTW Full time

    **Create your future. **Our Retirement team provides expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering and communicating all types of retirement plans. As a Pension Outsourcing Intern you will contribute as part of a team to provide general administration support and basic pension...

  • Pension Analyst, Member Services

    1 month ago

    Toronto, Canada CAAT Pension Plan Full time

    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 celebrates together. At CAAT, you...

  • Service Support Associate

    2 days ago

    Toronto, Canada Ontario Pension Board Full time

    **Service Support Associate (Multiple Positions)** **1 year Contract** Are you interested in learning more about the pension industry? We have an excellent opportunity to join our team as a temporary Service Support Associate. Reporting to the Manager, Client Services, you’ll deliver exceptional administrative support with a strong focus on client...

  • Manager, Pension Finance

    6 days ago

    Toronto, Canada University Pension Plan Full time

    **OUR COMPANY BACKGROUND & CULTURE** UPP is a ground-breaking jointly sponsored pension plan tailored by and for Ontario’s university sector. Today, we manage $11.8 billion in pension assets and proudly serve over 37,000 working and retired members across four universities and 12 university-sector affiliated organizations. Our commitment is to protect the...

  • Pension Benefits Specialist Associate

    7 days ago

    Old Toronto, Canada Ontario Teachers' Pension Plan Full time

    Multiple Positions Available The opportunity We are looking for someone to bring their own exceptional skills and personality to a diverse group. You will be working with a hardworking team passionate about delivering outstanding service to our members without compromising quality or customer experience. Our goal is to help you develop the required skills...

  • Pension Benefits Specialist Associate

    1 week ago

    Old Toronto, Canada Ontario Teachers' Pension Plan Full time

    Multiple Positions Available The opportunity We are looking for someone to bring their own exceptional skills and personality to a diverse group. You will be working with a hardworking team passionate about delivering outstanding service to our members without compromising quality or customer experience. Our goal is to help you develop the required skills...

  • Pension Benefits Specialist Associate

    7 days ago

    Old Toronto, Canada Ontario Teachers' Pension Plan Full time

    Multiple Positions Available The opportunity We are looking for someone to bring their own exceptional skills and personality to a diverse group. You will be working with a hardworking team passionate about delivering outstanding service to our members without compromising quality or customer experience. Our goal is to help you develop the required skills...

  • Pension Benefits Specialist Associate

    1 day ago

    Old Toronto, Canada Ontario Teachers' Pension Plan Full time

    Multiple Positions Available The opportunity We are looking for someone to bring their own exceptional skills and personality to a diverse group. You will be working with a hardworking team passionate about delivering outstanding service to our members without compromising quality or customer experience. Our goal is to help you develop the required skills...