Retirement and Pension Associate

4 weeks ago

Saskatoon, Canada CSS Pension Plan Full time

The Co-operative Superannuation Society (CSS), located in Saskatoon, Saskatchewan, provides pension and retirement services to its membership. The CSS is the Administrator of the CSS Pension Plan, one of Canada's oldest and largest defined contribution pension plans. With $5 billion in assets, CSS Pension Plan has grown to serve 300 employers and 55,0000 current and past co-operative and credit union employees across Canada, including over 8,500 retirees.

**Summary**:
You will work effectively in a team environment guided by the team-developed “Pillars of Collaboration,” which represent the values of “Respect, Commitment, and Communication.”

**Key Responsibilities**

Provide and support the delivery of personalized member experiences and information, including inquiry consulting, retirement income planning support, and proactive member engagement. Develop and foster meaningful member connections (through various communication channels, including 1:1 member meetings).

Take responsibility and ownership of pension administration responsibilities, focusing on complex defined benefits (pension adjustments, benefit calculations) and defined contribution provisions (e.g., estates, powers of attorney, relationship breakdown), and supporting the other team members and leadership as needed.

Develop and support the delivery of member engagement and education initiatives. Leverage data to make recommendations and implement enhancements to programming / establish new programming.

**Skills and Abilities**
- Strong relationship management skills 
- Strong written and verbal communication skills, with a strong eye for detail and accuracy 
- Strong business acumen and financial industry knowledge 
- Excellent problem-solving ability 
- Mathematically inclined, with an understanding of actuarial principles
- Excellent customer service and communication skills, including communicating complex information 
- Superior organization, administrative, and problem-solving skills 
- Superior pension, retirement, and other relevant products and industries knowledge. 
- Superior computer skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, and the ability to generate and analyze reports and information 
- Must be flexible and manage high work volumes and conflicting priorities to meet deadlines 
- Self-directed but recognizes the importance of relationship-building within the team and across the organization 

**Qualifications**
- Should be on a path to hold a Certified Financial Planner® professional designation.
- Must have five years or more experience with financial transactions or pension or benefits administration, focusing on customer service and quality data analysis.
- Must have knowledge of pension legislation from across the country and various programs that impact retirement income, such as the Canada Pension Plan, Old Age Security, and retirement savings products.
- Must have a university degree in business administration, human resources, management, or accounting, with expertise in Excel or other analytical tools and specialized customer-service training.
- Must have superior defined contribution and defined benefit pension benefits knowledge obtained through financial planning education, PPAC, and RPA or CEBS; and pension experience.

CSS may consider a combination of other experience and education at management’s discretion.

PPAC, RPA, CEBS, CFP, or QAFP designations will be considered assets.

**To Apply**:
Please forward your resume and cover letter (including your salary expectations) to:
CSS Pension Plan

Attn: Director, Member Experience

Competition closes: June 15, 2024

(The position may be filled sooner)

We offer a fun, challenging and inclusive work environment, a competitive salary, a pension (CSS Pension Plan), and a benefits package.

Applicant information is collected and maintained pursuant to CSS’ Privacy Policy (please see website for more information). Background checks will be completed.

We thank all applicants for their interest. However, only those applicants selected for an interview will be contacted.

**Job Types**: Full-time, Permanent

Schedule:

- Monday to Friday

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- financial transactions or pension/benefit administration: 5 years (preferred)

Work Location: In person

Application deadline: 2024-06-15

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