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Senior Associate

2 months 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. 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;
  • Year-end update of plan records, including the reconciliation of 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 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;
  • Other duties as required.
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.
About Aon

Aon 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 work with a diverse and inclusive group of professionals who are passionate about helping our colleagues and clients succeed.

We offer a comprehensive benefits package, a continuous learning culture, and a variety of working style solutions to support your wellbeing and work/life balance. We are an equal opportunity employer and welcome applications from diverse candidates.