Trust Management Coordinator

7 hours ago

Waterloo On, Canada Union Benefits Full time

About Union Benefits   Union Benefits is a unique, purpose-driven organization dedicated to supporting the health, wellness, and financial well-being of union members, their families, and our own team. For more than 40 years, we’ve proudly lived our union values as a company fully owned by the trust funds we serve. Our trustee boards represent members’ interests and are supported by our expert teams, ensuring people remain at the centre of everything we do. We deliver innovative, at-cost pension and benefits solutions designed to truly put people first. Joining Union Benefits means becoming part of a collaborative, values-driven team that strengthens the financial security and well-being of thousands of Canadian workers every day.  About the Position   The Trust Fund Coordinator plays a crucial role in improving the effectiveness, performance, and success of the broader Union Benefits team. In this role, the incumbent provides support to the Trust Management team to ensure we fulfil our promise to Trustees that we support and the members that they represent. We are always seeking innovative, new, or optimized ways of working, and this role will be a continuous thought leader and change agent in improving what we do and how we do it.  What will you be doing?   Working with the Trust Management Team on an assigned portfolio of Plan Sponsor and Trust clients, providing day-to-day governance support and coordination.  Drafting decision-focused agendas and notices based on prior minutes and open Action Items, and ensuring all required materials are assembled into complete meeting packages.  Publishing meeting packages to OnBoard with correct permissions, version control, and item-to-agenda mapping; validating access for Trustees and advisors.  Managing post-meeting discipline by updating the Action Register, assigning owners and due dates, following up on progress, and inviting required guests for the next meeting.  Preparing targeted analyses tied to Action Items (e.g., claims trends, contribution-rate modelling, Dollar

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