Associate Consultant, Group annuity administration

LifeWorks, Inc.$75K — $100K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in DB Pension Administration
  • Post-secondary education; CEBS or PPAC designation preferred
  • Strong knowledge of provincial pension and tax legislation
  • Excellent communication and interpersonal skills
  • Proficient in MS Word, Excel, and PowerPoint
  • Familiarity with pension administration software
  • Bilingualism in English and French is a plus

Responsibilities

  • Build and maintain strong client relationships
  • Participate in client meetings as necessary
  • Ensure high-quality service delivery to clients
  • Provide clients with information on admin issues and legislation
  • Coordinate comprehensive DB Admin services including digital and support resources
  • Verify compliance and accuracy of benefit calculations and reports
  • Manage projects, ensuring deliverables are met and resources are effectively allocated

Benefits

  • Comprehensive rewards package with competitive salary and bonuses
  • Minimum of 3 weeks vacation plus a flexible benefits plan
  • Flexible working options: in-office, virtual, or hybrid
  • Generous company-matched pension plan
  • Opportunities for community service participation
  • Career growth and professional development options
Full Job Description
Associate Consultant, Group annuity administration

The Associate Consultant will be responsible managing the DB administration activities for various clients and play a role in managing client relationships. The successful candidate brings consultative skills, project leadership, pension and legislative knowledge to the role as well as the ability to apply best practices to successfully support the Group annuity administration team.

What you will be doing:

Client Relationship management:

  • Build and maintain excellent relations with client contacts
  • Participate in client meetings, as required
  • Ensure the team provides top-quality services to clients
  • Provide relevant information to clients on administrative issues and legislative requirements
  • Coordinate full spectrum of DB 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 to help find solutions in a timely manner

Subject Matter Expertise:

  • 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
  • Prepare membership/payment reconciliations and valuation data including resolution of data issues
  • Participate in system testing and ensure testing protocols are followed
  • Identify process improvement initiatives, present solutions to internal stakeholders and implement changes, where feasible
  • Attend internal training sessions to continue building knowledge of industry topics and trends

Project management:

  • Manage daily and yearend functions, ensuring resources are assigned, deliverables are met and risks are identified and mitigated to meet internal standards and service level requirements
  • Lead special projects, as required
  • Collaborate with resources in other departments

.

Talent management and Coaching:

  • Function as a team leader, overseeing work of other team members
  • Conduct annual performance reviews and provide performance feedback on a regular basis
  • Act as a mentor, supporting growth and development of other team members
  • Conduct training sessions

What we're looking for:

  • Five - seven years of related DB Pension Administration experience
  • Post-secondary education; CEBS or PPAC designation is an asset
  • 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
  • Bilingualism (English and French) is an asset

Salary Range: $ 75,000 - $ 100,000
 

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. 

TELUS Health offers rewarding benefits, which may vary per job function, such as:

  • 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.

 

About LifeWorks, Inc.

LifeWorks, Inc. Careers

Joining LifeWorks, Inc. presents an unparalleled opportunity to become part of a leading team dedicated to professional growth and innovation in the industry. LifeWorks, Inc. is renowned for its commitment to excellence and a culture that fosters diversity and leadership.

Explore Job Opportunities

LifeWorks, Inc. offers a variety of job opportunities that cater to a range of skills and professional interests. Whether seeking an entry-level position or a more senior role, LifeWorks, Inc. provides a platform for career advancement and personal development.

Internship Programs

Embark on a professional journey with LifeWorks, Inc. through its dynamic internship programs. These opportunities allow individuals to gain hands-on experience, enhance their resumes, and develop essential skills in a real-world setting. Internships at LifeWorks, Inc. are a stepping stone to full-time employment and a flourishing career.

Professional Growth and Benefits

LifeWorks, Inc. is dedicated to the professional growth of its team members, offering extensive training and development programs. Employees enjoy comprehensive benefits that support both their professional and personal lives, ensuring a well-rounded employment experience.

Inclusive Culture and Diversity

The company prides itself on a workplace culture rooted in diversity and inclusion. LifeWorks, Inc. believes that a diverse team inspires innovation and enhances problem-solving capabilities. Through diversity training and inclusive hiring practices, LifeWorks, Inc. ensures that all team members have the opportunity to contribute and succeed.

Networking and Leadership Development

LifeWorks, Inc. encourages its employees to engage in networking and leadership development activities. These initiatives are designed to build strong professional networks and develop the leadership skills necessary for career advancement within the company.

Innovation at LifeWorks, Inc.

At the forefront of innovation, LifeWorks, Inc. continually seeks to implement cutting-edge solutions and services. The team at LifeWorks, Inc. is composed of dedicated professionals who bring creativity and expertise to every project, driving the company's success in a competitive market.

Hiring Process

The hiring process at LifeWorks, Inc. is designed to identify and attract top talent. Candidates undergo a thorough interview process that assesses their skills, cultural fit, and potential for growth within the company. LifeWorks, Inc. values transparency and communication, ensuring that all applicants receive timely updates and feedback.

Career Opportunities Await

LifeWorks, Inc. is actively hiring and looking for motivated individuals who are ready to take their careers to the next level. Explore the open positions and find where your skills and passions align with the needs of LifeWorks, Inc.

Stay Connected with LifeWorks, Inc. Careers

Stay informed about the latest news, job alerts, and career tips from LifeWorks, Inc. by subscribing to updates. Tailor your subscription to receive information that matches your career interests and professional goals.

SEARCH LIFEWORKS, INC. JOBS

READ CAREERS BLOG

LifeWorks, Inc. is not just a company; it's a place where careers are nurtured, and futures are built. Join the team and be part of a community that values hard work, creativity, and a commitment to excellence.
Learn more about LifeWorks, Inc.
Industry

Similar Jobs

More Jobs at LifeWorks, Inc.

More Finance & Insurance Jobs

Find similar Associate Consultant, Group annuity administration jobs: