Pension Specialist

2 weeks ago

Winnipeg, Canada HEB Manitoba Full time

**Help us serve over 89,000 of Manitoba’s healthcare professionals.**

**We are HEB Manitoba, one of the largest pension and benefit plans in the province.**

**Pension Specialist**

At HEB Manitoba, the goal of the Pension Department is to provide excellent service to all members, beneficiaries and stakeholders.

We are looking for a highly motivated pension professional to help us deliver a positive and effective experience to our members by providing pension information to address the members’ needs. We strive to deliver outstanding service. If you do too, then consider this **Pension Specialist** opportunity.

If you are an enthusiastic, resourceful and experienced pension professional who thrives on complex and challenging tasks and assignments, then HEB Manitoba is the employer you have been looking for

**Here are the challenging opportunities**:

- Work with an energized, dedicated team to provide accurate and comprehensive information to members who are making life-changing decisions.
- Become actively involved in large and exciting projects that will help shape the future of pension and benefit plans for healthcare professionals in Manitoba.
- By furthering your understanding of our comprehensive pension and benefit plans, you will continue to expand and share your knowledge.

Reporting to the Manager, Plan Specialists, you will be responsible for providing comprehensive customer service in relation to pension via in-person appointments, telephone calls and online. You will also investigate, calculate and verify complex pension cases. You role will include presenting pension seminars in group settings to discuss plan options and administrative practices. You will work closely on a team who also collaborates with other departments.

**Here’s the exciting journey**:

- In the first year you will:_
- Provide support to the team with the administration of our five pension and benefit plans. A pension and benefits background will help you manage the challenging learning curve. If you come from the financial industry, your strong mathematical aptitude and keen attention to detail will help you to excel in this role.
- Become experienced with the many calculations performed within Pension Services and work with the team to ensure that they are accurate, consistent and timely.
- Work closely with our Pension Administrators to support the timely and accurate completion of the various processes within the Pension Department.
- Begin meeting with members to provide information on their retirement options.
- Attend presentations to members on the Pension and Benefit Plans; moving towards delivering these presentations as you continue to build strong and trusting member relations.

**Your qualifications**:

- Completion of a post-secondary degree or diploma in Math, Actuarial Science, Business Administration, or Finance along with a commitment to continuing education in the pension and benefits fields.
- Certified Employee Benefit Specialist designation (CEBS) and working towards the completion of the Pension Plan Administration Certificate (PPAC).
- Ideally a minimum of three to five years’ experience providing superior customer service in the pension field. Delivery of group presentations would be considered an asset.
- A working knowledge of the _Pension Benefits Act_, Manitoba and the _Income Tax Act_.
- Superior verbal, written and interpersonal communication skills.
- Excellent critical thinking skills including problem solving and analytical thinking.
- Committed team player.
- Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
- Occasional travel within Manitoba may be required

**Why join our team?**

The work you do will be both challenging and rewarding You will make a difference in our day-to-day operations and your initiative will be recognized and appreciated.

We offer:

- A hybrid work environment with a compressed workweek to support work/life balance.
- A comprehensive compensation & benefits package including a defined benefit pension plan.
- Professional development opportunities.
- A progressive and supportive work environment.
- A comfortable, modern office environment conveniently located in downtown Winnipeg with easy access to shopping and restaurants.

**Please submit your resume and cover letter by 4:00 p.m., Friday, March 17, 2023.**

**Benefits**:

- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- Vision care

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Winnipeg, MB: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Winnipeg, MB

Application deadline: 2023-03-17

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