Pension Support Administrator

Watson Parojcic; Burlington; On-site; CAD 45,000 - 65,000; Full time

Job summary

A boutique pension support firm in Burlington is seeking a Pension Support Administrator to assist clients with pension withdrawals and related inquiries. The role requires strong administrative skills, attention to detail, and proficiency in Microsoft 365. The successful candidate will manage correspondence, process transactions, and provide support to pension plan administrators. Competitive compensation and extended health benefits are offered, along with potential for hybrid work arrangements.

Benefits

Learning opportunities

Extended health care and dental benefits

Retirement savings plan

Mental health programs

Competitive compensation

Qualifications

• Strong administrative skills and exceptional attention to detail.
• Experience in the pension/retirement industry is an asset but not required.
• Proficiency with Microsoft 365 (Excel, Word, PowerPoint, OneNote).

Responsibilities

• Handle first-line intake of incoming phone calls.
• Manage pension client member-related correspondence.
• Assist pension plan administrators with day-to-day administration.

Skills

Strong administrative skills

Attention to detail

Organizational abilities

Excellent communication skills

Proficiency with Microsoft 365

Job description

We are looking for a Pension Support Administrator to join our team in Burlington. The Pension Support Administrator provides support to pension client members who are terminating or retiring from their group-sponsored plans. The administrative support will focus on member inquiries related to pension withdrawals and other transactions which do not require licensing.

The Pension Support Administrator will:

1. Handle first-line intake of incoming phone calls.
2. Manage pension client member-related correspondence (e.g., pension projections, investment changes, beneficiary updates).
3. Administer or process pension member account cash-outs and similar transactions that do not require licensing.
4. Correspond with pension members over time.
5. Assist pension plan administrators with day-to-day administration concerns and questions in collaboration with pension consultants.
6. Gather relevant data from various sources and input into Excel spreadsheets.
7. Use data analytics tools (e.g., Excel) to analyze and process data.
8. Review and validate report outputs for accuracy and completeness.
9. Address discrepancies or formatting errors.

To be successful as a Pension Support Administrator, you will need:

• Strong administrative skills and exceptional attention to detail.
• Excellent organizational abilities.
• Experience in the pension/retirement industry is an asset but not required.
• Knowledge of defined contribution pension plan structures, governance, and legislation is an asset but not required.
• Proficiency with Microsoft 365 (Excel, Word, PowerPoint, OneNote).
• Ability to collaborate within a team and work independently.
• Outstanding listening and communication skills, including proficient written skills.
• Effective verbal communication over the phone, with active listening, clear articulation, and a professional tone.
• Strong interpersonal and professional skills when dealing with clients and office staff.

What's in it for you:

• Learning opportunities through collaboration with our experts.
• Extended health care and dental benefits.
• A retirement savings plan with company contributions.
• Mental health programs and support for you and your family.
• Assistance in completing industry designations.
• Competitive compensation.

Watson Parojcic, a subsidiary of People Corporation, is a boutique leader and preeminent choice for First Nations and Indigenous employers in Ontario. WP Pensions Benefits is recognized as a reliable and accountable resource and is part of People Corporation's National Indigenous Practice. This role is based on-site in Burlington, Ontario, with potential evolution to a hybrid work model.

• Indigenous candidates are encouraged to self-declare in a cover letter.

We are committed to providing an inclusive, accessible environment where all employees and clients feel valued, respected, and supported. We aim to build a diverse workforce that reflects the communities we serve. If you require accommodations or alternative formats for any postings, please reach out to us.

Required Experience: Unclear seniority.

Key Skills: Ruby, Mac OS, Computer Networking, Windows, TCP, Customer Support, Linux, Shell Scripting, VPN, DNS, Technical Support, Troubleshooting.

Employment Type: Full-Time

Experience: Years

Vacancy: 1