Defined Benefit Pension Administration
Every day, Morneau Shepell improves the financial security, health and productivity of our client organizations and their employees. Whether we are providing consulting or outsourcing services for pensions or benefits, employee assistance programs, occupational health, or disability and attendance solutions, we recognize that our collection of unique, talented people is what drives our success.
Summary of Duties

• Reporting to the Client Manager, the incumbent plays a major role in managing client relationships and in managing small to medium client implementations.

Responsibilities

• Functions as a team leader, overseeing work for analysts and senior analysts
• Provides feedback to manager regarding performance of analysts and senior analysts
• Attends internal training sessions to build knowledge of industry topics and trends
• Participates in the development of employee communication material, such as pension booklets and yearend statements
• Reviews simple to moderate calculations for terminations, retirements and death benefits completed by analysts and senior analysts
• Performs moderate to complex calculations, and processes and authorizes payment of termination, retirement and death benefits in a timely fashion
• Prepares and reviews year-end annual pension statements for small to medium clients and ensures accuracy of such. -Ability to identify special circumstances
• Assists the actuary in preparing membership and asset data for valuations, and resolves data issues
• Participates in preparation of monthly invoices for clients
• Ensures that quality control and service standards are attained with every transaction
• Maintains excellent relationships with clients, through regular telephone contact and office visits (where possible)
• Provides information to clients regarding administration issues, timing, deadlines, etc
• Attends retirement committee meetings
• Identifies inefficiencies with team administration processes and recommends improvements
• Participates on special projects as required

Requirements

• Four to seven years of DB Pension Administration experience
• Post-secondary education and related courses in Pension Administration
• Strong knowledge of all provincial pension and tax legislation
• Exceptional customer focus with strong professional acumen
• Excellent communication, project management, presentation and negotiation skills
• Strong leadership and team building skills
• Highly organized, ability to take initiative and be independent
• A good understanding of personal computers and software, particularly MS Word and Excel
• Experience with pension administration software

At Morneau Shepell, we give our employees opportunities to work on challenging and varied assignments. Moreover, you will be given the opportunity to update your knowledge of pension plan administration by participating in interesting training sessions offered by Morneau Shepell. The open-area concept of our office provides spacious work stations and facilities. Our goal is to have our employees get up in the morning energized by the thought of coming to work in a friendly, receptive environment where fresh thinking is encouraged. We want them to feel excited about the challenges and opportunities they are offered, and to channel their energy into providing the highest level of service to our clients. In short, we want Morneau Shepell to be a place where talented people like coming to work.
Morneau Shepell - 14 months ago