Analyst - Defined Contribution Pension

LifeWorks; Toronto; Remote; CAD 60,000 - 75,000; Full time

Job summary

A leading health and well-being provider is seeking a Defined Contribution Analyst to deliver client-focused administrative services. This remote role involves processing transactions, providing reports, and liaising with various stakeholders. Ideal candidates will have strong communication skills and relevant experience in the pension industry.

Qualifications

• 1-2 years of experience in a customer-focused role in the pension industry.
• Foundational knowledge of provincial pension and tax legislation.

Responsibilities

• Process interfund transfers, contributions, withdrawals, and terminations for clients.
• Provide regular and ad hoc reports for clients.
• Respond to plan member and client inquiries and requests.

Skills

Problem Solving

Analytical Skills

Communication

Time Management

Education

Relevant university degree

Job description

TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading-edge technology and focusing on the uniqueness of each individual to create the future of health. 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 Impact You’ll Make and What We’ll Accomplish Together:

The Defined Contribution Analyst will work within our team to provide quality, client-focused administrative services for our corporate clients. This role is primarily remote; however, there will be occasions when you are requested to come into the office for meetings.

What You’ll Do:

1. Process interfund transfers, contributions, withdrawals, and terminations for clients.
2. Provide regular and ad hoc reports for clients.
3. Respond to plan member and client inquiries and requests.
4. Enter, update, and audit information; perform and proof transactions on in-house software.
5. Liaise with consultants, trust companies, and investment manager representatives concerning clients’ DC plans.
6. Perform reconciliations on a monthly basis.
7. Stay informed of new and existing pension, tax, and securities legislation; share knowledge with the team.
8. Attend internal training sessions to build knowledge of industry topics and trends.
9. Ensure quality control and service standards are met with every transaction.
10. Understand the client’s perspective and priorities.
11. Participate in special projects as required.

Qualifications

You're the Missing Piece of the Puzzle:

1. Excellent English written and oral skills.
2. Relevant university degree.
3. 1-2 years of experience in a customer-focused role in the pension industry, with foundational knowledge of provincial pension and tax legislation.
4. Strong problem-solving and analytical skills, professional acumen, and initiative to assist clients effectively.
5. Excellent communication and time management skills, with the ability to manage multiple tasks.

Great to haves:

1. Knowledge of group benefits (defined benefits and defined contributions pension or group insurance).
2. Completion or ongoing pursuit of a Canadian Securities Course (CSC) or Investment Funds in Canada (IFC) designation.

A bit about us

We’re a people-focused, customer-first, purpose-driven team committed to innovation and doing good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world.

TELUS is proud to foster an inclusive culture that embraces diversity. We are committed to fair employment practices, and all qualified applicants will receive consideration for employment. We offer accommodations for applicants with disabilities during the recruitment process.

Disclaimer: In accordance with the TELUS Health Solutions Data Center Security Policy, all team members working at a Data Center or with access to technology related to client service delivery are subject to a Personnel Security Screening conducted by the Government of Canada.

The health and safety of our team, customers, and communities is paramount. We require full COVID-19 vaccination for anyone joining our TELUS Health Care Centres.

Note for Quebec candidates: if English knowledge is required, it is because the team member will regularly interact in English with internal or external parties or use English applications/software as part of their tasks.

By applying, you agree that your information will be shared with the TELUS Group of Companies’ Talent Acquisition team(s) and/or relevant leaders involved in the selection process.