Associate Consultant – Group Annuity Administration at LifeWorks | CA | Rezi

Associate Consultant – Group Annuity Administration at LifeWorks

Associate Consultant – Group Annuity Administration

LifeWorks · CA

1 months ago

Associate Consultant – Group Annuity Administration

LifeWorks · CA

a month ago
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About the Role

The Associate Consultant will manage Group Annuity administration activities for various plans and client relationships. This role requires consultative skills, project leadership, pension and legislative knowledge, and the ability to apply best practices to support the Group Annuity Administration Team.

Responsibilities

  • Build and maintain excellent relations with client contacts
  • Participate in client meetings
  • Ensure the team provides top-quality services to clients
  • Provide relevant information to clients on administrative issues and legislative requirements
  • Coordinate full spectrum of Admin related services including web tools and call centre services
  • Use knowledge of client contract and scope of services for invoicing purposes
  • Escalate operational issues to Service Delivery Manager for timely solutions
  • Verify benefit calculations, annual statements and other relevant reports in accordance with pension plan rules and applicable legislation
  • Review annual statements for compliance and consult with client regarding any custom changes
  • Manage potential escalations effectively for timely resolution
  • Participate in system testing and ensure testing protocols are followed
  • Identify process improvement initiatives, present solutions to internal stakeholders and implement changes
  • Attend internal training sessions to build knowledge of industry topics and trends
  • Manage daily and yearend functions, ensuring resources are assigned, deliverables are met and risks are identified and mitigated
  • Lead special projects
  • Collaborate with resources in other departments
  • Function as a team leader, overseeing work of other team members
  • Conduct annual performance reviews and provide performance feedback regularly
  • Act as a mentor, supporting growth and development of other team members
  • Conduct training sessions

Requirements

  • Five - seven years of related DB Pension Administration experience
  • An independent, detail oriented, highly organized, accountable individual willing to take initiative and manage competing priorities
  • Strong knowledge of provincial pension and tax legislation
  • Exceptional customer focus with strong professional acumen
  • Excellent communication, project management, presentation and negotiation skills
  • Strong interpersonal, leadership and team building skills
  • Proficient knowledge of MS Word, Excel and PowerPoint
  • Experience with pension administration software
  • Personnel Security Screening conducted through the Government of Canada may be required for certain roles.

Skills

  • Consultative skills
  • Project leadership
  • Pension knowledge
  • Legislative knowledge
  • Best practices
  • Client Relationship management
  • Subject Matter Expertise
  • Project management
  • Talent management
  • Coaching
  • Bilingualism (English and French) is an asset

Location

  • remote

Work Type

  • in-office
  • virtually
  • combination of both

Experience Level

  • Associate Consultant

Education Level

  • Post-secondary education
  • CEBS or PPAC designation is an asset

Salary/Compensations

  • $ 65,000 - $90,000

Benefits

  • Comprehensive total rewards package highlighting competitive salary and bonus structures
  • minimum 3 weeks of vacation
  • flexible benefits plan to meet the needs of you and your family
  • Generous company matched pension
  • Opportunity to give back to communities in which we work, live and serve
  • Career growth and learning & development opportunities

About the Company

  • TELUS Health is empowering every person to live their healthiest life.
  • Leveraging leading edge technology and focusing on the uniqueness of each individual to create the future of health.
  • 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.
  • 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.

Equal Opportunity

  • 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.