[Hiring] Pension Analyst @LifeWorks

Role 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.

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.

Qualifications

• 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 Range

$50,000 - $60,000. Actual total compensation will be determined based on factors such as knowledge, skills, performance and experience. We encourage all qualified candidates to apply, even if the posted salary range doesn't match your expectations. 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.

Company Description

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.