- Title: Pension Analyst (Bilingual)
- Employer: Morneau Shepell
- Display Date: 2020-11-19
- Location: Toronto, ON
- Salary: Not available
- Preferred application method: temps plein
Build a meaningful career
At Morneau Shepell, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to peopleâ€™s lives. The extraordinary expertise of a more than 6,000-strong workforce is harnessed to support the employees and families of the organizations we serve. Our innovative programs have a lasting impact on the health, financial security and productivity of 24,000 workplaces.
Pension Analyst, Bilingual
Defined Contribution Pension Administration
The Analyst will work within a team that provides quality client-focused consulting services for our clients.
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 in-house software.
Liaises with consultants, trust companies and investment manager representatives concerning clientsâ€™ 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 clientâ€™s perspective and priorities.
Acts as a back-up, responding to in-bound calls from members and clients.
Participates on special projects as required.
Succeeding as a Bilingual Pension Analyst will require the following core qualifications and skills
Excellent written and oral English and French skills
Knowledge of group benefits (DB and DC pension or group insurance) an asset.
Relevant university degree (Finance, Business Administration, Mathematics, Statistics) as well as additional course work in pension administration, mathematics, statistics, or accounting is a plus.
CSC or IFIC designation is considered an asset.
1-2 yearsâ€™ 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.
Our strongest analysts have excellent communication and time management skills, and the ability to manage multiple assignments
Job Grade: MS2
Fulfilling work that matters
Morneau Shepell is in the business of helping organizations help their people and in the process, we strive to elevate ours.
We're always looking for talented professionals and strategic leaders looking to make a difference in the lives of the people we serve.
We appreciate the interest of every applicant; however, we contact only those selected for an interview.
At Morneau Shepell, we are committed to putting our people first. Our priority is to optimize the health and productivity of our people. In light of COVID-19, our company continues to monitor the global situation and following local guidance in each of our communities to ensure the health and wellbeing of our employees. Safety is our highest priority, and while the goal is to ultimately return to the office, we are currently working remotely and are connecting with candidates through virtual interviews, recruitment events, and information sessions. We are excited to connect with you virtually, and look forward to receiving your application.
To view the original job posting and apply for this position, please follow the link below:
Expiration Date: 2020-12-03