Analyst, Pension Outsourcing - Montréal, Canada - WTW

WTW

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Analyst, Pension Outsourcing

Montreal, CA

October 30, 2023

WTW Retirement consultants have deep experience working with organizations of all types and sizes. We've worked closely with clients to develop some of the most advanced benefit design techniques currently in use.

We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and communicating all types of retirement plans.

Note:
Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

As a Pension Outsourcing Analyst, you will contribute as part of a team to provide general administration support and pension administration tasks.

You will perform recurring plan administration services and work assignments for clients' defined benefit plans under the supervision of senior analysts and work with the client service delivery team as well as interface with clients to answer questions, resolve issues and complete projects.

Perform with guidance from other team members, routine and recurring plan administration tasks for clients' defined benefit plans (e.g., benefit calculations, annual data updates, preparation of pension benefits statements)
Work cooperatively with other team members (WTW plan administrators, actuaries) to complete tasks and to ensure unified delivery of services
Gain a thorough understanding of the plan design (e.g., benefit formulas, options, eligibility)
Follow and update documentation materials as directed to maintain complete accurate work papers and audit trails
Learn and use Professional Excellence tools and concepts to ensure efficient and quality output/service delivery
Serve as a contact with clients' human resources personnel
Adhere to plan documents and government regulations in administering plans
Actively participate in team meetings and training activities
Be accountable to team members for agreements and commitments
Maintain complete and accurate case notes
Complete special projects as needed

The Requirements

Bachelor's or Master's degree in mathematics, statistics, finance or any other major with significant quantitative course work, with a strong academic record
Solid mathematical and analytical skills
Work experience that demonstrates strong technical and/or client service skills
Passion for solving problems and sharing solutions to exceed the standards of the client
Ability to be a selfstarter and work independently, but also cooperatively in a close team environment
Strong written and verbal communication skills and a demonstrated ability to interact with colleagues at all levels
Excellent Microsoft Office skills, particularly in Excel
Strong attention to detail
Proficiency in English and French, both written and oral

**Equal Opportunity Employer