Senior Associate

2 weeks ago

Montreal, Quebec, Canada Aon Full time
About the Role

We are seeking a highly skilled and experienced Senior Associate to join our Pension Administration team at Aon. 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, peer review, and authorize benefit entitlements on retirement, termination, death, and marriage breakdown.
  • Year-end update of plan records, including the reconciliation of the membership, contributions, and trust fund.
  • Calculation and review of PAs, PSPAs, and PARs and preparation of applicable filing forms.
  • Preparation and review of annual pension statements.
  • Read and interpret pension plan texts.
  • Quality control of year-end data input and verification of computer output.
  • Communication with clients regarding data, administration, and interpretation of pension plan text.
  • Preparation, review, and filing of government forms, including Annual Information Return, Form 7, and PBGF forms.
  • Track team progress and coordinate with various departments to ensure service delivered on time.
  • Assist with the set-up and testing of the system for new and existing clients according to the plan provisions and administrative requirements.
  • Assist with the development/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.
Requirements
  • Minimum of 2 years working with Defined Benefit pension plans preferred.
  • 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.

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