Pension Analyst - Halifax, Canada - LifeWorks
Description
TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all.
As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.
The Pension Analyst will work within a team that to provide quality client-focused administrative services for our Corporate clients.Responsibilities:
- Processes interfund transfers, contributions, withdrawals and terminations for clients.
- Provides regular and ad hoc reports for clients.
- Receives and responds to plan member and client inquiries and requests.
- Enters, updates and audits information; performs and proofs transactions on inhouse software.
- Liaises with consultants, trust companies and investment manager representatives concerning clients' DC plans.
- Performs reconciliations on a monthly basis.
- Keeps apprised of applicable new and existing pension, tax and securities legislation; shares knowledge with the team.
- Attends internal training sessions to build knowledge of industry topics and trends.
- Ensures that quality control and service standards are attained with every transaction.
- Understands the client's perspective and priorities.
- Acts as a backup, responding to inbound calls from members and clients.
- Participates on special projects as required.
- Excellent written and oral English and French skills are an asset.
- Knowledge of group benefits (DB and DC pension or group insurance) an asset.
- Relevant university degree
- Have, or be in progress of completing a CSC or IFIC designation is considered an asset.
- 1-2 years' experience working in a customer-focused role in the pension industry, and a foundation of knowledge in provincial pension and tax legislation.
- Excellent problem-solving and analytical skills, along with a strong professional acumen and the desire to take the initiative in helping clients find solutions.
Where permitted by law, company employees must be fully immunized to access a TELUS Health or LifeWorks office or customer premises.
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