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Senior Pension Analyst

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1 Vacancy
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Job Location drjobs

Ottawa - Canada

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

As a key member of the team the Senior Pension Analyst serves as a technical expert responsible for ensuring the accuracy and integrity of pension data and outputs. This role plays a critical part in maintaining compliance with plan provisions regulatory requirements and internal protocols. The Senior Pension Analyst also collaborates closely with colleagues to meet daily client commitments and deliver high-quality service.

The Senior Pension Analystwill:

  • Maintain up-to-date records for members and client including daily updates disability credits and monthly forfeited benefits.

  • Reconcile and validate database periodically based on client deliverables.

  • Produce client and team administrative reports with use of data extracts in Excel.

  • Participate in yearend activities including data updates validations reconciliations annual pension statements and fillings.

  • Prepare valuation data and coordinate with Third-Party Actuary to complete process.

  • Work with IT department and administration team to develop implement and test database enhancements.

  • Determine fund rate of return for DC clients (monthly and annual) if applicable.

  • Participate in implementations of new clients.

  • Assist with team project work.

  • Help maintain administrative macros/tools Microsoft Excel calculators and Word Merge templates.

  • Assist in technical training for the team.

  • Determine pension entitlements on death disability retirement termination and marriage breakdown in accordance with specific Plan provisions government legislation requirements and current service standards.

  • Prepare monthly bulk authorization payment files for review by team using data extracts from case management system and database.

  • Assist senior members of the team during peer review processes.

To be successful as a Senior Pension Analystwith Coughlin & Associates you will need:

  • Bachelors degree in business computer science or mathematics preferred.

  • 2 years of analyst and/or implementation experience.

  • Expert level skills in Excel (must be able to build analyze troubleshoot and resolve issues independently).

  • Intermediate knowledge of Microsoft Word-Merge.

  • Strong mathematical and analytical abilities.

  • Sound knowledge of pension related terminology.

  • Strong organizational skills the ability to prioritize and multi-task and the ability to manage time effectively to meet conflicting and numerous deadlines.

  • Excellent attention to detail.

  • Strong communication skills written and oral.

  • Excellent work ethic and accountability.

  • The ability to maintain good public relations both within and outside the organization.

  • The ability to function with a high degree of independence and considerable discretion.

  • The ability to adhere to existing company policies and procedures.

  • The ability to use tact and discretion to maintain information in the strictest of confidence.


All-star candidates will have:

  • French fluency including strong written and verbal communication skills is preferred for this role.

Whats in it for you:

  • Learn by working alongside our experts

  • Extended health care and dental benefits

  • A retirement savings plan with company contributions

  • A suite of Health & Wellness offerings

  • Mental Health programs and support for you and your family

  • Assistance for the completion of industry designations

  • Competitive compensation

Across the country thousands of Canadians rely on Coughlin & Associates Ltd. to design and administer their group medical dental disability life insurance and pension benefits. Coughlin is a full-service benefits consultant and third party administrator. Established in 1958 Coughlin & Associates Ltd. provides services to some of Canadas most respected companies unions and public service organizations.

Providing an inclusive accessible environment where all employees and clients feel valued respected and supported is something were committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live and to creating an environment where every employeehas the opportunity toreach their potential. If you require an accommodation or an alternative format of any posting please reach out to.


Required Experience:

Senior IC

Employment Type

Full-Time

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