Pension Analyst, Defined Contribution Pension - Montréal, Canada - LifeWorks

LifeWorks

Verified Company

Montréal, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Bâtir une carrière enrichissante

Chez Solutions Mieux-être LifeWorks, nous n'offrons pas seulement des possibilités de carrière, nous proposons des possibilités de carrière qui vous permettront de contribuer de façon significative à la qualité de vie des gens.

Nous comptons sur l'expertise remarquable de plus de 7 000 employés afin de soutenir le personnel des organisations que nous servons et les membres de leur famille.

Nos programmes avant-gardistes ont un effet durable sur la santé, la sécurité financière et la productivité de entreprises.

The Pension Analyst, DC, will work within a team that to provide quality client-focused administrative services for our Corporate clients.

Please note that Bilingual (French/English) experience is an asset

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.

Succeeding as a Pension Analyst will require the following core qualifications and skills:

Advanced written and oral English and French skills are a must.
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.
12 years' experience working in a customerfocused role in the pension industry, and a foundation of knowledge in provincial pension and tax legislation.
Excellent problemsolving and analytical skills, along with a strong professional acumen and the desire to take the initiative in helping clients find solutions.
Our strongest analysts have excellent communication and time management skills, and the ability to manage multiple assignments.

LI-RD1

Là où la loi le permet, les employés de LifeWorks doivent être entièrement vaccinés pour accéder à un bureau de LifeWorks ou aux locaux des clients.

Un emploi enrichissant qui compte