Pension Analyst

3 weeks ago

Montréal, Canada LifeWorks Full time

TELUS Santé et LifeWorks se sont récemment associés pour tirer parti de la puissance de la technologie et de nos cultures bienveillantes afin de faire progresser notre objectif commun de bâtir un meilleur avenir plus sain pour tous. En tant que chef de file mondial des services de santé et de bien-être - englobant la santé physique, mentale et financière - TELUS Santé améliore les résultats en matière de santé pour les consommateurs, les patients, les professionnels de la santé, les employeurs et les employés.

The Pension Analyst will work within a team that 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.
- Participates on special projects as required.

Succeeding as a Pension Administrator 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.
- University degree an asset
- 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, banking or administration.
- 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

Là où la loi le permet, les employés doivent être entièrement vaccinés pour accéder à un bureau de TELUS Santé ou de LifeWorks, ou aux locaux des clients.

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