Analyst - Defined Contribution Pension

LifeWorks; Toronto; Hybrid; CAD 55,000 - 70,000; Full time

Job summary

A leading health and well-being provider is seeking a Defined Contribution Analyst to deliver client-focused administrative services. This role involves processing transactions, managing inquiries, and ensuring quality control. The position is mostly remote, requiring occasional office attendance.

Qualifications

• 1-2 years’ experience in a customer-focused role in the pension industry.
• Knowledge in provincial pension and tax legislation.

Responsibilities

• Processes interfund transfers, contributions, withdrawals and terminations.
• Provides regular and ad hoc reports for clients.
• Ensures quality control and service standards for every transaction.

Skills

English

Problem-solving

Analytical

Communication

Time Management

Education

Relevant university degree

Job description

Analyst - Defined Contribution Pension page is loaded

Analyst - Defined Contribution Pension

Apply locations Toronto, Ontario, Canada time type Full time posted on Posted 3 Days Ago job requisition id R-19258

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 to provide quality client-focused administrative services for our Corporate clients. This role is mostly remote however there are times when you will be requested to come into the office for meetings.

What You’ll Do:

• 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 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.

• Participates on special projects as required.

Qualifications

You're the Missing Piece of the Puzzle:

• E xcellent English written and oral skills

• Relevant university degree

• 1-2 years’ 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.

• Excellent communication and time management skills as well as the ability to manage multiple assignments.

Great to haves

• Knowledge of group benefits (Defined Benefits and Defined Contributions pension or group insurance)

• Have, or be in progress of completing 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 who works together every day to innovate and do 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 accommodation for applicants with disabilities, as required, during the recruitment process.

Disclaimer: In accordance with the TELUS Health Solutions Data Center Security Policy, as a condition of employment, all team members whose job functions require they work at a Data Center and/or have access to detailed knowledge of technology related to client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada.

The health and safety of our team, customers and communities is paramount to TELUS. Accordingly, we require anyone joining our TELUS Health Care Centres to be fully vaccinated for COVID-19.

Note for Quebec candidates: if knowledge of English is required for this position, it is because the team member will be asked, on a regular basis, to interact in English with external or internal parties or to use English applications or software as part of their tasks.

By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies’ Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.

Similar Jobs (1)

Bilingual Customer Service Representative (Pension Information Line)

locations 9 Locations time type Full time posted on Posted 30+ Days Ago