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Consultant – DB Pension Administration

Consultant – DB Pension Administration

CompanyTELUS
LocationToronto, ON, Canada
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • Seven (7) + years of related DB Pension Administration experience
  • Post-secondary education; CEBS or PPAC designation is an asset
  • Strong knowledge of provincial pension and tax legislation
  • Highly developed customer service skills
  • Incisive analytical thinking and attention to detail
  • Excellent communication, project management, presentation, and negotiation skills
  • Exceptional collaboration with team members, stakeholders, and clients
  • Intermediate to advanced skills with Microsoft Excel and other Microsoft suite products (Outlook, Word, OneNote)
  • Experience with pension administration software
  • Bilingualism (English and French) is an asset

Responsibilities

  • Build and maintain excellent relationships with client contacts
  • Participate in client meetings as needed
  • Ensure the team provides top-quality services to clients
  • Provide clients with relevant information on administrative issues and legislative requirements
  • Coordinate a full spectrum of DB Admin services, including web tools and call center support
  • Understand clients’ perspectives and resolve administrative issues efficiently
  • Maintain open communication lines between clients and the team
  • Identify and develop new business opportunities with existing clients
  • Use knowledge of client contracts and services for invoicing purposes
  • Manage Service Agreements, ensuring timely reviews, adjustments, and renewals
  • Escalate operational issues to the Service Delivery Manager to find timely solutions
  • Verify benefit calculations, annual statements, and relevant reports in line with pension plan rules and legislation
  • Review annual statements for compliance and consult with clients on custom changes
  • Prepare membership/payment reconciliations and valuation data, resolving any data issues
  • Participate in system testing and ensure protocols are followed
  • Identify process improvement initiatives, present solutions to stakeholders, and implement feasible changes
  • Continue building industry knowledge through internal training sessions
  • Lead internal initiatives
  • Manage daily and year-end functions, ensuring resource assignment, deliverable compliance, and risk mitigation
  • Lead special projects as required
  • Collaborate with resources in other departments
  • Function as a team leader, overseeing the work of other team members
  • Conduct annual performance reviews and provide regular performance feedback
  • Act as a mentor, supporting the growth and development of team members
  • Conduct training sessions

Preferred Qualifications

  • CEBS or PPAC designation is an asset
  • Bilingualism (English and French) is an asset