Pension Analyst (Defined Contribution)

TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. 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.

The Pension Analyst, Defined Contribution, will work within our team that to provide quality client-focused administrative services for our Corporate clients.

Responsibilities

• Processes interfund transfers, contributions, withdrawals and terminations for clients.

• Provides regular and ad hoc reports for clients.

• Receives and responds to plan member and client inquiries and requests.

• Enters, updates and audits information; performs and proofs transactions on in-house software.

• Liaises with consultants, trust companies and investment manager representatives concerning clients’ DC plans.

• Performs reconciliations on a monthly basis.

• Keeps apprised of applicable new and existing pension, tax and securities legislation; shares knowledge with the team.

• Attends internal training sessions to build knowledge of industry topics and trends.

• Ensures that quality control and service standards are attained with every transaction.

• Understands the client’s perspective and priorities.

• Acts as a back-up, responding to in-bound calls from members and clients.

• Participates on special projects as required.

Succeeding as a Pension Analyst will require the following core qualifications and skills:

• Excellent written and oral English and French skills are an asset.

• Knowledge of group benefits (DB and DC pension or group insurance) an asset.

• Post-Secondary education

• Have, or be in progress of completing a CSC or IFIC designation is considered 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.

• Excellent problem-solving and analytical skills, along with a strong professional acumen and the desire to take the initiative in helping clients find solutions.

• Our strongest analysts have excellent communication and time management skills, and the ability to manage multiple assignments.

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Where permitted by law, company employees must be fully immunized to access a TELUS Health office or customer premises.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to talentacquisitiononboarding@telushealth.com.

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.