Pension Admin Assistant

1 week ago

Waterloo, Canada Union Benefits Full time

Our purpose is to support the health, wellness, and financial well-being of our team, our members, and their families. Uniquely, we live by union values and are 100% owned by the union trust funds we serve.  Our trustee boards represent members' interests and are supported by Union Benefits expert teams.  Plan members are always at the heart of what we do, giving our shareholders confidence that the services provided support the health, wellness, and financial well-being of their members and their families.

**Primary Responsibilities**:

- Ensure all filing is complete and up to date
- Support moving paper files to electronic files
- Provide assistance when needed in the day-to-day activities of the pension team, including but not limited to:

- Supporting with the day-to-day administration activities in support of both Defined Benefit and Defined Contribution Pension Plans, as well as Group RRSP, plans.
- Support with communication and coordination with members, Union representatives, Actuaries, and Auditors regarding benefit entitlements, data, administration, and interpretations of Plan Provisions.
- Maintain up-to-date records for members.
- Supporting the team to work with our Actuarial firm to provide member data required for valuations and member statements.
- Support with ensuring that all documents are compliant and up to date, including but not limited to Plan Texts, Plan Booklets, etc.
- Support with tasks that ensure all processes and procedures are in place to ensure the Pension Plans are compliant in every way, including but not limited to missing members, booklets, etc.
- Support the team with completing compliance reporting, including Annual Information Returns, financial statements, etc.
- Assist with generating pension plan activity reports to support regular Plan Sponsor servicing meetings.
- Assist with preparing monthly contribution files for electronic uploading to banks and insurance carriers.

Experience, Skills, and Education:

- 1 + years of office administration experience; preferably in the insurance, benefits and pension industry
- Some knowledge of pension administration processes
- Excellent verbal and written communication skills
- Strong interpersonal skills
- Strong analytical skills
- Works well independently
- Able to prioritize workflow and meet deadlines
- Demonstrated intermediate-level knowledge of the Microsoft Office software suite (Excel, Word, etc.)

**Ready to make an impact?**
Do you want to work with a team that takes its work seriously, but knows how to have fun doing it? Are you looking for an environment where you’re valued, supported, and challenged to be your best? If so, we definitely want to hear from you

Pay: $38,000.00-$50,000.00 per year

**Benefits**:

- Company pension
- Dental care
- Extended health care
- Life insurance
- On-site parking
- Tuition reimbursement

Work Location: In person

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