Job Description

Our reputable client in the financial services sector is seeking a Pension Service Representative to join their team!

This is a hyrbid role based out of their Calgary office and is hybrid (3 days onsite; 2 days work from home). 

Roles and Responsibilities

• Process benefit payments in accordance with Plan rules and Legislation
• Peer review of benefit payments, and non-standard communications
• Communicate, written and verbal, with members, trustees, trust fund advisors and service organizations, local unions, plan beneficiaries, regional offices, etc.
• Understand and apply the terms of the Plan Text
• Maintain member records
• Prepare monthly reports
• Meet with plan members to assist with completion of benefit application forms
• Assist with special projects
• Other administrative duties as required/assigned

Qualifications and Skills

• 1+ years of experience in the administration of Defined Benefit Pension Plans
• Knowledge of the Pension Benefits Act of Ontario
• Strong aptitude for figures
• Ability to prioritize and manage a varied work environment is essential
• High degree of initiative – self starter
• Good working knowledge of Microsoft Word, Excel
• Working knowledge of database management systems
• Excellent organizational skills, with attention to detail/accuracy
• Excellent communication skills, both written and verbal, are essential
• Availability and willingness to work overtime, as required
• Willingness to be involved with continuing education, as required
• Customer service background with outgoing/positive attitude

Benefits