THE ROLE

Reporting to the Manager, Complex Transactions, this is a fantastic chance for an experienced Senior Pension Services professional to join a team of high performing professionals to make a great impact. You will be involved in a variety of activities within Pension Services and provide subject-matter expertise on the UPP and participating universities’ prior plans.

Your role will include acting as a team lead to reconcile membership pension data and reporting key measures to stakeholders. The role also includes supporting the transactions and payroll team and interacting with the Client Experience team as a subject matter expert.

This role is based in downtown Toronto in a hybrid work environment, allowing employees the flexibility to work remotely and in-office (minimum two days per week in-office).

This posting is for an existing vacancy.

SPECIFIC ACCOUNTABILITIES

Service Delivery Deliver best-in-class service to our members, participating employers and universities.

Provide accurate and timely reporting to all stakeholders regarding general and specific provisions of the benefit and pension plans.

Recommend improvements to pension administration.

Act as a primary contact for queries regarding member data, contribution data captures, and connecting with client Experience Team.

Guide team on delivering services with legislation timelines.

Act as the primary contact for UPP Staff members.

Exhibit an ability to listen, negotiate and communicate goals; share knowledge, experience, and responsibility with the team to achieve the highest standards of professionalism.





Pension Administration

Become a subject-matter expert of UPP plan provisions.

Prepare and/or coordinate statutory reporting requirements, such as annual member statements, pension adjustments, and quarterly pension adjustment reversals.

Peer review transaction cases and payment streams.

Assess feasibility of workarounds for system-generated member calculations.

Monitor employer transactions, including the collection, recording and reconciliation of contributions and data.

Ensure compliance with the pension plan text, all legally prescribed timelines, and internal policies; ensure that all data is accurate and comprehensive.

Ensure all benefit payments, including monthly pension payroll, are paid accurately and on time via the trustee.

Remain current on pension benefit trends, practices and procedures, and evaluate and recommend adjustments.

Other projects and activities, as assigned.

QUALIFICATIONS &

EXPERIENCE Completed college diploma or university degree with 5+ years of strong data analytics experience in the pension or financial services industry.

3+ years of experience in a broad range of pension plans, including defined benefit, defined contribution and hybrid plans.





Experience reading and interpreting pension plan texts and translating provisions to be used operationally.

Strong ability to self-diagnose member data issues correctly.

Experience coding SQL, Data visualization (PowerBI/Domo), Mail Merge, PowerAutomation, Excel VBA, and Reporting best practices would be an asset.

CEBS or PPAC would be an asset.

Strong oral and written communication skills and an ability to communicate complex information clearly and at a level appropriate for the member and employer.

Professional, client-focused approach to colleagues and assignments.

Seeks out experiences that may change perspective or provide an opportunity to learn new things.

Ability to organize, set priorities and work independently. ATTRIBUTES A passion for delivering a great pension experience from enrollment to retirement, with a proven ability to develop and maintain effective working relationships.

Good numeric skills to ensure accuracy in calculations of pension entitlements, payments and deductions.

High emotional intelligence.

Self-motivated, flexible, and adaptable to changing priorities and new challenges.

Logical and detail oriented.

Strong commitment to innovation and continuous improvement.

Ownership mindset.

Strong conflict resolution skills to manage complaints and escalations from members and employers.

Excellent judgment and clear and precise communication skills, including a high degree of diplomacy and confidentiality with the ability to adapt communication style to the audience.

📌 Senior Specialist, Complex Transactions (Toronto)
🏢 University Pension Plan
📍 Toronto