Member Services Specialist

Cpbi Icra

Winnipeg

Vor Ort

CAD 70.000 - 95.000

Vollzeit

Vor 5 Tagen
Sei unter den ersten Bewerbenden

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Zusammenfassung

TRAF (Teachers’ Retirement Allowances Fund) in Winnipeg seeks a dedicated Member Services Specialist to provide pension plan information, prepare benefit calculations, and deliver retirement education. You will collaborate with members and internal teams to ensure accurate and timely service across Manitoba.

Ideal candidates have 5+ years in similar roles, a post-secondary degree in a related field, and CEBS/PPAC certification; English/French fluency is a plus and MS Office proficiency is

Qualifikationen

  • Post-secondary degree or diploma in business, actuarial science or mathematics with 5+ years related experience.
  • CEBS or PPAC designation held.
  • Understanding actuarial principles and pension/tax legislation.
  • Strong analytical and problem-solving skills.
  • Superior written and verbal communication skills.
  • MS Office proficiency (Word and Excel).
  • Willingness to learn AI-enabled tools.
  • Fluency in English and French is an asset.

Aufgaben

  • Provide pension plan information to members through appointments, presentations, and communications.
  • Prepare and deliver accurate member benefit calculations within service standards.
  • Conduct pre-retirement seminars and educational presentations for members across Manitoba.
  • Verify and review benefit calculations for accuracy and completeness.
  • Assist with processing of documentation to administer and pay pension benefits.
  • Suggest improvements to systems and processes to increase efficiency.
  • Perform other projects and duties as assigned.

Kenntnisse

Analytical thinking
Problem solving
Attention to detail
Communication skills
AI tools familiarity
English/French (asset)

Ausbildung

Post-secondary degree or diploma in business/actuarial science/math
CEBS or PPAC designation

Tools

MS Word
MS Excel
AI-enabled tools

Jobbeschreibung

December 3, 2026 St John's, Newfoundland and Labrador

Women continue to face a retirement savings gap, but research presented at the 2026 CPBI FORUM suggests income isn't the only factor. How employees engage with their workplace savings plans—and the support they receive along the way—can make a meaningful difference.

For Alberta employers and plan sponsors, October 1, 2026 marks more than a change in how claims are processed. It represents a fundamental shift in who pays first — with implications for plan costs, contracts, administration and employee communication.

The Canadian Pension & Benefits Institute (CPBI) is proud to announce the induction of four exceptional members into the CPBI Hall of Distinction for 2026.

Located in downtown Winnipeg at The Forks, TRAF (Teachers’ Retirement Allowances Fund) is seeking a professional, dedicated and service-oriented Member Services Specialist. This position plays a key role in supporting members by providing pension plan information, preparing benefit calculations and delivering retirement education. The Member Services Specialist works closely with members and internal stakeholders to ensure accurate, timely and high-quality service.

As the Member Services Specialist, you will:
  • Provide accurate, timely and complete pension plan information to members through appointments, presentations, and verbal and written communications.
  • Conduct pre-retirement seminars and educational presentations for members throughout Manitoba.
  • Prepare and deliver accurate and complete member benefit calculations within established service standards.
  • Verify and review benefit calculations and related work completed by other team members to ensure accuracy and completeness.
  • Assist with the efficient processing of documentation required to administer and pay pension benefits.
  • Recommend improvements to systems, processes and procedures to increase the efficiency and effectiveness of member service.
  • Perform other projects and duties as assigned.
Requirements:
You and Your Experience:
  • Post-secondary degree or diploma, preferably with a focus on business, actuarial science or mathematics and a minimum of five years of related experience. An equivalent combination of education and experience will be considered.
  • Certified Employee Benefits Specialist (CEBS) or Pension Plan Administration Certificate (PPAC) designation.
  • Understanding of basic actuarial principles and knowledge of pension and tax legislation.
  • Strong analytical and problem-solving skills with exceptional attention to detail.
  • Superior written and verbal communication skills.
  • Demonstrated proficiency with MS Office, including Word and Excel.
  • Demonstrated ability and willingness to learn, adopt and effectively use new technologies, including AI-enabled tools.
  • Fluency in both English and French would be an asset.
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