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Pension Support Specialist

2 months ago

Burlington, Ontario, Canada People Corporation Full time

Pension Support Administrator Role Overview

We are seeking a detail-oriented and organized Pension Support Administrator to join our team at People Corporation. As a Pension Support Administrator, you will provide administrative support and be the primary point of contact for pension client member inquiries, particularly those terminating or retiring.

Key Responsibilities:

  • Support pension plans by assisting plan administrators with day-to-day administration concerns and/or questions.
  • Gather relevant data from various sources and input in Excel spreadsheets.
  • Analyze and process data using data analytics tools (i.e. Excel).
  • Review and validate report outputs for accuracy, completeness, and relevance.
  • Address discrepancies or anomalies for formatting errors.
  • Oversee pension member information sessions and 1:1 sessions.
  • Field pension client member-related incoming correspondence and phone calls.
  • Administer or transact pension member account cash-out and other similarly related administration which do not require licensing.
  • Correspond with pension members.

Requirements:

  • Strong administrative skills.
  • Exceptional attention to detail and ability to stay organized.
  • Experience in the pension/retirement industry (considered an asset).
  • Demonstrated working knowledge of Pension Plan Structures, Governance and Legislation (considered an asset).
  • Very strong proficiency with Microsoft Excel, Word & Power Point.
  • Ability to work well with a team and independently.
  • Outstanding listening and communication skills, including excellent written skills.
  • Strong interpersonal and professional skills when dealing with clients, office staff etc.

What We Offer:

  • Learn by working alongside our experts.
  • Extended health care and dental benefits.
  • A retirement savings plan with company contributions.
  • A suite of Health & Wellness offerings.
  • Mental Health programs and support for you and your family.
  • Assistance for the completion of industry designations.
  • Competitive compensation.