Pension Outsourcing Senior Associate

Willis Towers Watson; Montreal; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading company in the pension outsourcing sector seeks a Pension Outsourcing Senior Associate in Montreal. This role involves managing client relationships, overseeing project deliverables, and mentoring junior associates. Candidates should have extensive experience in defined benefit plan administration and a strong academic background in quantitative fields. The position offers opportunities for career advancement and professional development within a collaborative environment.

Qualifications

• Minimum of 10 years defined benefit plan administration experience.
• Strong knowledge of defined benefit plan design.

Responsibilities

• Serve as primary contact to clients on service delivery.
• Manage and coach team to ensure project success.
• Prepare moderately complex benefit calculations.

Skills

Analytical

Problem-Solving

Attention to Detail

Client-Focused

Education

Bachelor's or Master's degree in mathematics, statistics, finance

Tools

Microsoft Excel

Microsoft Word

Job description

As a Pension Outsourcing Senior Associate, you will perform a wide variety of recurring defined benefit plan administration services for clients, contribute to special projects, and provide ad hoc client support services. You will serve as the day-to-day project manager, contributing to client management and special projects, while also mentoring less experienced associates.

You will have the opportunity to :

• Serve as primary, daily contact to clients on delivery of services
• Respond to and resolve complex issues, including those escalated clients and colleagues
• Review work and deliverables of analysts
• Raise issues as appropriate to directors
• Enhance your expertise in retirement plan design and administration
• Be on a career path with growth and advancement
• Employ the most cutting-edge tools and resources and work with top talent in the industry
• Prepare moderately complex benefit calculations and trust instructions
• Collect, manipulate, reconcile, and review participant data - identifying and resolving issues as they arise
• Resolve more complex plan provision questions and issues surfaced by less experienced analysts
• Follow and update documentation materials as directed
• Employ WTW's Professional Excellence tools and concepts to ensure efficient and quality output / service delivery
• Adhere to plan documents and government regulations in administering plans
• Manage and coach team to ensure progress against established budgets, timelines and quality standards
• Deliver on projects to meet or exceed client expectations
• Increase efficiency within client teams by identifying ways to improve processes
• Develop and train less experienced associates

Note : Employment-based non-immigrant visa sponsorship and / or assistance is not offered for this specific job opportunity.

Qualifications

The Requirements

• Minimum of 10 years defined benefit plan administration and manual calculation experience required
• Bachelor's or Master's degree in mathematics, statistics, finance or any other major with significant quantitative course work; with a strong academic record
• Strong knowledge of the fundamentals of defined benefit plan design
• Strong analytical and problem-solving skills
• Solid expertise in Microsoft Excel and Word
• Strong attention to detail
• Professional, client-focused approach to colleagues and assignments
• Seeks out experiences that may change perspective or provide an opportunity to learn new things
• Ability to organize, set priorities, work independently and complete multiple projects within established deadlines

IF NOT QUEBEC

• Strong oral and written communication skills in English

IF QUEBEC

• Strong oral and written communication skills in French and English

Equal Opportunity Employer

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