Pension Analyst - 100% Remote

TELUS; Calgary; Hybrid; CAD 50,000 - 60,000; Full time

Benefits offered by this job

Total rewards package

3 weeks vacation

Flexible benefits

Company matched pension

Career growth

Learning & development opportunities

Community engagement

Job summary

TELUS Health is seeking a Pension Administration Associate to join our dedicated team. You will process interfund transfers, contributions, withdrawals and terminations, and prepare client reports in a fast-paced environment.

You will liaise with consultants and investment managers, handle inquiries, audit data in our in-house software, and contribute to monthly reconciliations and compliance with pension and tax regulations.

Qualifications

• 1–2 years in a customer-focused role in the pension industry with knowledge of provincial pension and tax legislation.
• Knowledge of group benefits (DB/DC pension or group insurance) is an asset.
• University or college degree, or acceptable combination of education and work experience.
• Possessing or working towards CSC or IFIC designation is an asset.
• Excellent communication and time management; ability to manage multiple assignments.
• Advanced English required for interactions with internal and external partners.

Responsibilities

• Process interfund transfers, contributions, withdrawals and terminations for clients.
• Provide regular and ad hoc reports for clients.
• Respond to plan member and client inquiries and requests.
• Enter, update and audit information; perform and proof transactions on in-house software.
• Liaise with consultants, trust companies and investment manager representatives.
• Perform reconciliations on a monthly basis.
• Stay apprised of pension, tax and securities legislation; share knowledge with the team.
• Attend internal trainings to build knowledge of industry topics and trends.
• Ensure quality control and service standards with every transaction.
• Gain insight into client priorities and act as a back-up for inbound calls.

Skills

Bilingual English-French

Analytical skills

Customer-focused

Problem solving

Education

University or college degree

CSC or IFIC designation (asset)

Tools

In-house pension software

MS Office

Job description

Overview

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.

Work with a vibrant and dynamic team

Join our team and what we’ll accomplish together As part of a dedicated and professional team, you will be providing services to plan members for all matters related to their pension plan. Your various responsibilities will allow you to use your analytical skills on a daily basis and to grow in a stimulating career.

What you’ll do

• Process interfund transfers, contributions, withdrawals and terminations for clients.
• Provide regular and ad hoc reports for clients.
• Receive and respond to plan member and client inquiries and requests.
• Enter, update and audit information; perform and proof transactions on in-house software.
• Liaise with consultants, trust companies and investment manager representatives concerning clients’ DC plans.
• Perform reconciliations on a monthly basis.
• Keep apprised of applicable new and existing pension, tax and securities legislation; share knowledge with the team.
• Attend internal training sessions to build knowledge of industry topics and trends.
• Ensure that quality control and service standards are attained with every transaction.
• Gain insight into the client's perspective and priorities.
• Act as a back-up, respond to in-bound calls from members and clients.
• Participate on special projects as required.

What you bring

• Excellent written and oral English and French skills are an asset.
• 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.
• Knowledge of group benefits (DB and DC pension or group insurance) an asset.
• Relevant University or college degree, or an acceptable combination of education and work experience.
• Possessing or working towards obtaining a CSC or IFIC designation is considered an asset.
• Possess exceptional problem-solving and analytical skills, coupled with strong professional acumen and a proactive approach to assisting clients in finding solutions.
• Excellent communication and time management skills, and the ability to manage multiple assignments.
• Advanced knowledge of English is required because you will most of the time interact in English with internal parties (colleagues, internal partners, stakeholders, etc.); and work with IT tools whose interface is only accessible in English as part of this position's main responsibilities given its national scope.

Salary

Salary Range: $ 50,000 - $60,000. Actual total compensation will be determined based on factors such as knowledge, skills, performance and experience.

Compensation Discussion

We’re open to discussing competitive compensation packages tailored to your experience level and expertise.

Benefits

• Comprehensive total rewards package highlighting competitive salary and bonus structures, minimum 3 weeks of vacation, and flexible benefits plan to meet the needs of you and your family
• Flexibility to work in-office, virtually or a combination of both
• Generous company matched pension
• Opportunity to give back to communities in which we work, live and serve
• Career growth and learning & development opportunities to develop your skills
• And much more…

Job Type

This is for a current vacancy.

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.

Being part of the team at TELUS Health is more than a job; it’s a career-defining experience. It allows you to do innovative and meaningful work with talented and collaborative teams. It’s an opportunity to improve businesses and lives by building healthier, happier workplaces. And it’s a chance to build genuine, long-term relationships along the way. A place to experience more Find the support and encouragement to consistently push boundaries and deliver impactful solutions. Our collaborative culture means your ideas will be heard and your hard work will be rewarded. You will be leveraging our world-leading technology, products, clinical services and passionate team members to revolutionize access to health care and wellbeing, and drive remarkable experiences for the benefit of all the clients and individuals we serve around the world. Talented people who care Coming to work each day is an opportunity. It’s an chance for you to work with a multidisciplinary global team of nearly 10,000 smart and driven members whose passion for their work matches your own, resulting in helping create a healthier future for everyone. Work that matters Make a difference in the lives of our clients and their employees every day – by providing meaningful solutions in more than 160 countries, that help people and businesses perform at their best by delivering both digital innovation and clinical services to improve total physical, mental and financial health and wellbeing across the full spectrum of primary and preventative care.