Pension Domain Expert
3 weeks ago
About the Role
This role is responsible for providing pension domain and OPTrust system data expertise to lead data analysis activities for the PATH program. The incumbent will identify, inventory, prioritize, and collaborate to resolve data defects supporting the success of the PATH program. This role also develops and oversees the execution of new processes, templates, and related training programs, and detects, recommends, and implements solutions to complex data integrity and pension administration issues with employers, internal business support partners, and developers.
Responsibilities
- Establishes, and co-ordinates internal work processes, procedures, and controls related to the cycle of data migration and reconciliation, data mapping/extract for calculations and statements, and various standard reporting requirements.
- Prepares and delivers statistical reports and presentations on results/findings/recommendations related to migration activities, identifies issues/risks to operational data management functions, identifying and documenting trends and problems with data.
- Responsible for ensuring analysis and remediation activities are managed appropriately reflective of data migration scheduling and all supporting documentation is maintained.
- Provides or liaises with related subject matter experts to gather technical information/guidance on matters such as pension legislation, reciprocal transfer agreements, and plan documentation as well as administration requirements on future administrative procedures.
- Relationship manager for members, employers, and internal business to support successful system implementation and associated change management.
- Creates training and communication materials for various audiences such as members, union groups, employers, prospective employers, and internal staff for pension system implementation processes.
- Designs and develops training programs, training materials, and conducts required training.
- Recommends and implements solutions for complex data integrity and pension administration problems and issues that arise.
- Collaborate with PATH team members, other internal, and external stakeholders, to support quality assurance activities including support for external audit, reconciliation/control reporting, and unit/user acceptance testing activities.
- Keep the management and team members informed and escalate issues, where appropriate, to prevent issues from negatively impacting the implementation.
Requirements
- Post-Secondary Degree or Diploma
- Completion of PPAC or CEBS certification required
- Advanced knowledge of pension plan administration and of related legislation/Plan provisions including the OPSEU Pension Plan text, the Pension Benefits Act, the Family Law Act, and federal statutes such as CPP, EI, and the Income Tax Act
- Proven experience of database systems operations, preference toward pension administration systems in use at OPTrust or equivalent within the industry
- Proven experience using MS Office Suite (Excel, PowerPoint, PowerBI)
- Effective mathematical aptitude
- Proficient in research, analytical and reporting abilities
- Excellent organizational skills
- Self-starter with solid project leadership skills, agile experience an asset
- High degree of accountability and personal leadership
- Effective interpersonal, verbal, and written communication skills
- Proven experience in client service orientation to deal effectively with a wide variety of stakeholders with sensitivity, diplomacy, and tact
About OPTrust
We are a purpose-driven organization dedicated to delivering exceptional pension services to our members and stakeholders. Our mission is to make a meaningful impact in the lives of our members and the broader community. We are committed to fostering a culture of collaboration, respect, and continuous improvement.
What We Offer
- A purpose-driven environment that aligns with our values of collaboration, respect, and continuous improvement
- A comprehensive benefits package that includes dental, vision, and extended health benefits
- Opportunities for professional development and growth, including access to LinkedIn Learning and tuition reimbursement programs
- A dynamic and inclusive work environment that values diversity and promotes work-life balance
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