171349 - Pension Records Officer - Department of Finance - Permanent

The Department of Finance is committed to Equity, Diversity, Inclusion and Accessibility. Our goal is to build a public sector workforce that reflects the diverse communities we serve and to promote welcoming, diverse, inclusive, respectful workplaces that are accessible to all. We welcome all interested individuals including Indigenous People, persons with disabilities, Black, racialized, ethnic and culturally diverse groups, as well as people regardless of their sexual orientation, gender identities, and gender expressions. Those looking for more information are invited to visit our Equity, Diversity, and Inclusion Policy.

Reporting to the Team Lead, Pension Systems & Employer Services, this position plays a pivotal role in supporting the highly specialized and complex administration of registered and non-registered pension plans and the management of all individualized pension records in accordance with the relevant legislation, collective agreement, and Classification Plan and Retention Schedule (CPRS) policies, standards, and guidelines. As liaison with our Departmental RIM Coordinator, the position will serve as a subject-matter expert as it pertains to the identification and maintenance of pension member records throughout the lifecycle and coordinate the on-going management of information through the retention schedule.

Duties will include but are not limited to:

• The Pension Records Officer is responsible to execute 1,000 plus membership status changes each year, across multiple systems, and apply their knowledge of CPRS, plan provisions, enrolment eligibility, terminated benefits, and other specialized scenarios that are unique when working in a highly specialized, multi-employer pension plan environment with accuracy and confidence;
• Ensure the accurate set up of pension records to mitigate risk and prevent errors in the communication and calculation of member benefit entitlements and options;
• Run employer reports bi-weekly to identify new plan enrolments, member employer changes, status changes and terminations;
• Apply expert level knowledge regarding the correct treatment of all specialized pension records (administration, accounting, management) in accordance with the relevant CPRS, policies, standards, and guidelines. Coordinate and execute the timely management of pension records as described in the CPRS;
• Coordinate and oversee the execution of the pensioner confirmation process to manage the risk of overpayments to pensioners;
• Ccontribute to a continuity of service in the absence of key team members as required;
• Provide support to the work of the operations unit as required;
• Perform other duties as required.

Minimum Qualifications:

• A university degree in a related area or a diploma in a related area with considerable related experience;
• Demonstrated equivalencies may be considered
• Completion of Pension Plan Administration Certificate (PPAC) – Introduction to Pension Plans (Part 1) or willingness to complete;
• Experience using Microsoft Office applications (specifically Word, Excel, and Outlook);
• Ability to lift boxes that weigh up to 35 pounds;
• Experience working in a highly-regulated environment with a working knowledge of records management concepts;
• Experience working in records management;
• Must be organized and able to work independently and adapt to new situations using skills in analysis and problem solving;
• Possess strong interpersonal skills and presentation skills required to effectively interact with sensitive and confidential information, while navigating within a highly regulated environment;
• Highly reliable with an excellent attendance record and strong work ethic;
• Demonstrated equivalencies will be considered;
• The successful candidate must provide a satisfactory Criminal Records Check prior to beginning employment.

Other Qualifications:

• A Pension Plan Administration Certificate (PPAC) designation would be an asset.
• Formal training in records management would be an asset.
• Experience in the information/records management/archival field would be an asset.
• Experience working with customized software systems (eg. Peoplesoft, Ariel, etc.,) would be an asset.
• Experience in defined-benefit pension administration and pension records would be an asset.

Please Note: Please ensure the application clearly demonstrates how you meet the noted qualifications as applicants will be screened based on the information provided. We would like to thank all applicants for their interest; however, only those who are selected for an interview will be contacted.

Where possible, submitting an electronic resume or job application is preferred. Otherwise, please return forms to PEI Public Service Commission, P.O. Box 2000, Charlottetown, Prince Edward Island, C1A 7N8. Applications may be sent by fax to

IT IS THE RESPONSIBILITY OF THE APPLICANT TO CONFIRM RECEIPT OF THE APPLICATION, BY TELEPHONE OR IN PERSON PRIOR TO THE CLOSING DATE.

Please ensure that the appropriate Posting ID number is stated on all application forms. You can apply online or obtain an application form by visiting our web site at Forms may also be obtained by contacting any PEI Government office, ACCESS PEI Centre, Regional Services Centre, or by telephone

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