Pension Operations Representative
7 months ago
ABOUT UPP
UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 39,000 members across four universities and 12 affiliate organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for growth, our doors are open to all Ontario universities.
Together, we’re a team of progressive thinkers and agile doers operating within a fast-paced culture of collaboration and respect. We believe in bringing smart and capable people together to create, solve and grow with a clear shared vision and values of integrity, inclusivity, ingenuity, and impact.
Our culture is intentionally welcoming and purposefully rooted in equity, diversity, inclusion, and reconciliation (EDIR). We believe diverse teams, perspectives, and lived experiences contribute to better decisions and a better workplace.
As a long-term investor, we recognize that environmental, social and governance (“ESG”) factors support risk management and value creation. As stated in our Responsible Investing Policy, we are committed to incorporating ESG considerations into our investment management activities and we collaborate with other industry participants in the promotion of a sustainable economy and society.
Join us in building a bright future for our members, our organization, and each other.
ABOUT THE ROLE
Reporting to the Manager, Pension Operations, this is a fantastic opportunity for an aspiring Pension Operations professional to join a team of high performing professionals to make a great impact. This is an 18-month contract position and there are three positions available.
The Pension Operations Representative will be involved in providing hypercare support to our members with respect to UPP’s pension administration and membership data.
This is a fixed-term contract that includes Benefits and a Pension. Exciting Benefits include:
- Health and Dental coverage
- Health Spending Account
- Lifestyle Spending Account
- Defined Benefit Pension
- Vacation & UPP Days
- Eligible to participate in annual incentive program
UPP is based in Toronto’s financial district and has a hybrid work model (~2 days / week in office).
SPECIFIC ACCOUNTABILITIES
UPP is uniquely positioned in its flexibility to build an internal foundation from the ground up. We approach this build thoughtfully and methodically, with a careful focus on building a strong base, operational efficiency and excellent member and employer experience. We are creating a digitally enabled service experience for our members.
Service Delivery
- Deliver best-in-class service to our members, participating employers and universities.
- Complete workflow processing cases within compliance timelines.
- Collaborate with pension operations and pension data teams on various projects.
- Understand transaction flows to find and reduce any bottlenecks in workflow processing.
- Exhibit an ability to listen, negotiate and communicate goals with the highest standards of professionalism.
Pension Administration
- Learn UPP’s new pension administration system in order to confidently process transactional workflows.
- Handle member data entry, and work with senior specialists to develop data for analytics and reporting.
- Support pension operations team by providing base support for workflow processing.
- Will escalate more complex issues to senior team members.
- Will be expected to provide backup support to other areas within the Pension Services team as needed.
- Support the Pension Operations Manager on special pension projects as needed.
QUALIFICATIONS & EXPERIENCE
- Completed college diploma or university degree with 1+ years of experience in the pension, financial services, or data related industries.
- Experience in pension services would be an asset.
- Experience analyzing large data sets would be an asset.
- Working towards or completion of CEBS or PPAC certifications would be an asset.
- Strong ability to self-diagnose member data issues correctly.
- Able to communicate complex information clearly when escalating workflows to senior staff.
- Professional, client-focused approach to colleagues and assignments.
- Seeks out experiences that may change perspective or provide an opportunity to learn new things.
- Ability to organize, set priorities and work independently.
ATTRIBUTES
- A passion for delivering a great pension experience from enrollment to retirement, with a proven ability to develop and maintain effective working relationships.
- Organized and able to manage workload based on level of priority.
- Self-motivated, flexible, and adaptable to changing priorities and new challenges.
- Logical and data oriented.
- Strong commitment to innovation and continuous improvement.
- Ability to take ownership of work priorities.
- Excellent judgment and clear and precise communication skills - written, verbal, listening and prese
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