Pension Administration Technician (Bilingual)

LifeWorks; Montreal (administrative region); Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Flexible schedule

Benefits program

Job summary

TELUS Health is seeking a detail-oriented data analyst for pension plan administration. You will analyze and verify member data, manage file updates, and support plan members with complex inquiries in English and French.

This hybrid role offers flexible hours, a comprehensive benefits program, and opportunities to grow within a dynamic team delivering critical health and retirement services. Intermediate English is required due to regular interactions with external partners, and the provincial

Qualifications

• Attention to detail, organization, and professionalism.
• Flexibility, prioritization, and good judgment.
• Excellent customer service and ability to explain things in non-technical language.
• Good initiative and problem-solving skills.
• Proficient in MS Office (Word and Excel).
• Bilingual English/French communication skills.

Responsibilities

• Analyze and verify member data and files.
• Ensure file follow-up and complete information related to file updates in various software programs.
• Validate and enter data in databases and systems.
• Interact with plan members regarding their pension plans.
• Handle requests from plan members and clients with appropriate follow-up by email or phone.
• Respond to complex inquiries (tier 2) from plan members.
• Provide support and training to Call Centre staff.
• Prepare monthly and quarterly reports.
• Perform other tasks related to this function.

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.

As part of a dedicated, professional team, you will be providing services to clients and members with respect to defined benefit pension plan administration. Your various responsibilities will allow you to use your analytical skills on a daily basis and to flourish in a stimulating career.

Being part of our team means

• Working with a dynamic team
• Growing through stimulating mandates and projects
• Having career opportunities for professional development
• Working in a hybrid mode, in the office and from home or fully remote
• Enjoying a flexible schedule and a comprehensive benefits program

Your responsibilities

• Analyze and verify member data and files.
• Ensure file follow-up and complete information related to file updates in the various software programs.
• Validate and enter data in various databases and systems.
• Make calls that are more complex/delicate to plan members regarding their pension plans.
• Handle requests from plan members and clients and do appropriate follow-up by email or phone.
• Respond to plan members requests that require a deeper analysis (tier 2).
• Act as a resource person and provide support and training to Call Centre staff.
• Promptly examine documents and case files and respond to questions from our clients and plan members.
• Help prepare monthly and quarterly reports.
• Perform other tasks related with this function.

Core Qualifications

• College diploma in office administration or the equivalent.
• Attention to detail, organization, and professionalism.
• Flexibility, availability, and ability to manage priorities effectively.
• Good learning skills and good professional judgment.
• Good customer service skills and ability to explain things in non-technical language
• Good sense of initiative and excellent problem-solving skills.
• Proficient in MS Office suite (Word and Excel).
• Bilingualism and very good communication skills, both spoken and written.
• Experience in pension plan administration an asset.

Intermediate knowledge of English is required because you will on a regular basis interact in English with external parties (clients, suppliers, candidates, external partners, etc.); interact in English with internal parties (colleagues, internal partners, stakeholders, etc.) as part of this position’s main responsibilities given its provincial scope.

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.

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.