Senior Associate

7 days ago

Montreal, Quebec, Canada Aon Hewitt Full time
About the Role

We are seeking a highly skilled and experienced Senior Associate to join our Pension Administration team at Aon Hewitt. As a key member of our team, you will be responsible for delivering high-quality service to our Defined Benefit Pension clients.

Key Responsibilities
  • Calculate and authorize benefit entitlements on retirement, termination, death, and marriage breakdown.
  • Perform year-end updates of plan records, including reconciliation of membership, contributions, and trust fund.
  • Calculate and review PAs, PSPAs, and PARs, and prepare applicable filing forms.
  • Prepare and review annual pension statements.
  • Read and interpret pension plan texts.
  • Quality control of year-end data input and verification of computer output.
  • Communicate with clients regarding data, administration, and interpretation of pension plan text.
  • Prepare, review, and file government forms, including Annual Information Return, Form 7, and PBGF forms.
  • Track team progress and coordinate with various departments to ensure service delivery on time.
  • Assist with the set-up and testing of the system for new and existing clients according to plan provisions and administrative requirements.
  • Assist with the development and maintenance of standard operation procedures.
  • Respond to member calls and facilitate requests.
  • Attend client meetings in a technical support role.
  • Liaise with trust company and plan auditors.
  • Maintenance of client records.
  • Other duties as required.
Requirements
  • Minimum of 2 years of experience working with Defined Benefit pension plans.
  • Preferred education in Math, Statistics, Actuarial Sciences, and Finance.
  • Previous work experience in reviewing calculations and year-end tasks (PAs, Indexation, Annual Statements, etc.).
  • Knowledge of related provincial and federal pension legislation and Income Tax Act provisions.
  • French/English bilingualism required due to frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces, and/or internationally.
  • Experience with pension administration systems, strong spreadsheet competencies, and math aptitude required.
  • Detail-oriented with sound pension administration and organizational skills.
  • Advanced Excel and a thorough knowledge of Word.
  • Client-service attitude.
  • Other assets include a relevant degree and the completion of CEBS, PPAC, CHRP, or actuarial courses.
About Aon Hewitt

Aon Hewitt is a global leader in the professional services space, and we are committed to delivering innovative and effective solutions to our clients. As a member of our team, you will have the opportunity to contribute to the creation of concrete results for our clients and to develop your skills and expertise in a dynamic and inclusive environment.

We value diversity and inclusion and are committed to creating a workplace where all colleagues feel empowered to be their authentic selves. Aon Hewitt is proud to be an equal opportunity workplace.

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