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Senior Retirement Analyst
2 months ago
LifeWorks is dedicated to enhancing the well-being of individuals by leveraging innovative technology and personalized approaches to health. As a premier provider in health and wellness solutions, we focus on the holistic needs of our clients, ensuring improved outcomes across physical, mental, and financial health.
We invite you to be part of our mission and the achievements we will reach together.
The LifeWorks Retirement Consulting division boasts decades of expertise in pension and savings strategies, compensation, and comprehensive financial consulting. Our goal is to optimize financial results for individuals while effectively managing costs and risks for organizations. We proudly serve millions of plan participants and are recognized as a leading pension plan administrator.
Join our exceptional team of Defined Benefits (DB) Administration professionals in Retirement Consulting. Our specialists, located nationwide, are committed to supporting our clients in managing their DB pension plans. We primarily cater to the small to midsize market, offering tailored service models to meet the distinct needs of each client. If you seek a fulfilling opportunity to positively influence clients' financial health, this role is ideal for you.
Your Impact and Our Collaborative SuccessAs a Senior Pension Analyst, you will deliver analytical and administrative support to clients, plan members, and your team. Your responsibilities will encompass various pension calculations and administrative initiatives, including Pension Indexation, Pension Adjustments, Valuation Data Extracts, and Annual Statements.
Key Responsibilities- Utilize our advanced proprietary administration system and pension databases to conduct data reconciliations, contribution reconciliations, and benefit calculations.
- Address routine inquiries and requests from clients and plan members.
- Assist in the preparation of year-end annual pension statements.
- Collaborate within a team, taking guidance from and supporting senior team members to deliver quality, client-focused administrative services for our corporate clients.
- Enhance your industry knowledge through participation in internal training sessions.
- Contribute to special projects and tasks as needed.
- A minimum of 2 years of experience in pension administration, analysis, or implementation.
- A college diploma or Bachelor's degree in business, computer science, mathematics, or a related discipline.
- Strong analytical and mathematical capabilities.
- Effective oral and written communication skills.
- Demonstrated customer service experience.
- Excellent organizational and time management abilities.
- Proficiency in Microsoft Office.
- Ability to work collaboratively as well as independently.
- A keen interest in problem-solving and continuous learning.
- ASA designation and/or a background in DB pension actuarial science.
- Bilingual proficiency in English and French.
At LifeWorks, we prioritize a people-centric, customer-focused, and purpose-driven culture. Our team collaborates daily to innovate and create positive impacts. We strive to enhance lives through our technology solutions while fostering a culture of innovation that empowers team members to tackle complex challenges and achieve remarkable outcomes in a digital landscape.
We are committed to promoting an inclusive culture that values diversity. LifeWorks is dedicated to fair employment practices, and all qualified applicants will be considered for employment. We provide accommodations for applicants with disabilities as needed during the recruitment process.
Our commitment to health and safety is paramount. Therefore, we require all team members joining our organization to be fully vaccinated for COVID-19.
By applying for this position, you acknowledge and agree that your information will be shared with the LifeWorks Talent Acquisition team and relevant leaders involved in the selection process.
