Pension Administrator

Convyta Partners; Burnaby; On-site; CAD 50,000 - 60,000; Full time

Benefits offered by this job

Bonus program

Flexible work arrangement

Growth opportunities

Continuous learning

Supportive work environment

Work-life balance

Job summary

Convyta in British Columbia seeks an experienced Pension Administrator with strong mathematical aptitude and excellent customer service to interact with plan members in person and over the phone. The role requires intermediate Excel and analytical skills, plus the ability to manage records and communications.

Responsibilities include handling member inquiries, calculating termination and retirement packages, preparing payment authorizations, and drafting annual statements and newsletters.

Qualifications

• Post-secondary education or formal training in pension and benefits administration, mathematics and analytics.
• At least 2 years of pension administration and customer service experience.
• Advanced math and analytical skills; strong organizational abilities.
• Ability to handle confidential information with tact and discretion.

Responsibilities

• Answer calls and respond to emails from Plan members regarding pension eligibility and provisions.
• Calculate/prepare termination and retirement packages and follow up on correspondence.
• Prepare payment authorizations for terminated and retired members.
• Calculate pension entitlement on death of a member and prepare death benefit payment instructions.
• Assist in preparation and drafting of member communications including annual member pension statements, newsletters and Plan booklets.
• Seek to identify areas where service to clients could be improved.

Skills

Math skills

Analytical thinking

Customer service

Interpersonal skills

Organizational skills

Discretion

Education

Post-secondary education in pension and benefits administration

Mathematics

Analytics

Tools

Excel

Access

PowerPoint

Outlook

Databases

Job description

Pension Administrator

We have an opportunity for an experienced pension administrator with a strong mathematical aptitude and the ability to understand and apply detailed pension plan provisions. Additionally, the role requires strong customer service skills as the successful candidate will deal directly with plan members in person and over the phone.

Intermediate Excel skills are required, along with strong math skills and an analytical aptitude.

Responsibilities will include:

• Answer calls and respond to emails / written mail from Plan members regarding pension eligibility and provisions
• Calculate/prepare termination and retirement packages and perform follow up on correspondence sent.
• Prepare payment authorizations for terminated and retired members.
• Calculate pension entitlement on death of a member and prepare death benefit payment instructions.
• Assist in preparation and drafting of member communications including annual member pension statements, newsletters and Plan booklets.
• Seek to identify areas where service to clients could be improved.

Records Management

• Maintain records for members, updating information as required.
• Review member records to ensure up to date information is in place and to confirm authenticity of caller.
• Notify all related service providers of any information changes.

Competencies and Skills:

Work Experience

• Post-secondary education or formal training in pension and benefits administration, mathematics and or analytics.
• At least 2 years of previous pension administration and customer service experience, preferably within a finance, pension, and/or analytics work environment.

Knowledge, Skills and Abilities:

• Advanced math and analytical skills.
• Demonstrated organizational skills to effectively prioritize workload and meet deadlines.
• Effective interpersonal and organizational skills and the ability to maintain effective working relationships.
• Ability to handle confidential information with tact and discretion.
• Working knowledge of basic record keeping and bookkeeping/accounting procedures.
• Intermediate skills using a variety of computerized software packages such as Microsoft Office Suite (e.g., Excel, Access, PowerPoint, Outlook), related databases and Internet.

What We Offer:

Competitive Compensation Package

• Bonus program that rewards performance and contributions to the company’s success

Flexible Work Arrangement

• Spend 4 days per week working in our office in British Columbia, fostering collaboration and teamwork.
• Enjoy 1 day of remote work per week, providing flexibility and work-life balance.
• Opportunity to work with experienced professionals in a specialized field.
• Continuous learning and growth opportunities within the company.
• Collaborative and supportive work environment.
• Focus on work-life balance and career satisfaction.

Our office is centrally located near the Brentwood Sky Train station for an easy commute from around the Lower Mainland. The successful candidate will be provided with a competitive salary, benefits and vacation package, along with opportunity for continuous growth within their career.

The salary range for the successful candidate is $50,000 to $60,000, plus a generous bonus and competitive benefits package/RRSP plan. Convyta offers continuous growth and supports employees’ personal and professional development.

We thank everyone for their interest in this role at Convyta. Only the most suitable candidates will be contacted.