20 Sep
|
PBI Actuarial Consultants Ltd. u002F PBI Conseillers en actuariat ltée
|
Canada
20 Sep
PBI Actuarial Consultants Ltd. u002F PBI Conseillers en actuariat ltée
Canada
Location: Vancouver, BC
PBI Actuarial Consultants Ltd. is currently seeking a Pension Support Coordinator to join our team.
About us
PBI is an employee-owned Canadian firm with offices in Vancouver, Toronto and Montreal. The Company offers competitive compensation and benefits.
We are a firm that specializes in providing pension, benefit and investment consulting services for multi-employer, jointly trusteed pension plans and benefit plans. For more information about PBI, please see our website: www.pbiactuarial.ca
A unique work environment
PBI’s work philosophy is based on open-mindedness and the active involvement of all its associates.
In fact, our company encourages growth both in a personal and professional level inside a healthy, respectful learning environment. More specifically, our core values are cooperation, self-sufficiency for teams as well as individuals, dedication towards our clients and our Company, development of skills, confidentiality, efficiency, creativity, thoughtful decision-making, precision and synergy.
The Role
This role is an addition to our Pension Plan Administration team in our Vancouver office and is intended to provide additional support across the team’s day-to-day activities and administration cycles. It will also give the successful candidate the opportunity to gain exposure to and develop knowledge across different aspects of pension plan administration.
The role is well suited for someone who is detail-oriented, organized, comfortable working with data and deadlines, and interested in developing their knowledge of pension plan administration within a collaborative team environment. The ideal candidate will also bring strong customer service skills and the ability to communicate professionally and respectfully with members, clients, employers, and internal team members.
Tasks and responsibilities
- Apply established administrative procedures, plan rules,
and pension administration guidelines in day-to-day work, with guidance from senior team members as required.
- Help ensure required plan information is accurate, complete, and provided to stakeholders within applicable timelines.
- Respond to stakeholder calls or inquiries and escalate more complex questions to senior team members as appropriate.
- Develop routine client correspondence.
- Update stakeholder records.
- Assist with the preparation of government filings for review.
- Monitor client email inbox(es), triage incoming requests, and ensure timely follow-up or escalation.
- Assist with insurance application renewals.
- Support pension plan expense administration, including preparing expense packages for approval, maintaining supporting documentation, assisting with cash flow monitoring, and supporting monthly reconciliations, expense summaries, and GST/HST/QST rebate records.
- Assist with audit requests by gathering information, organizing supporting documentation, and coordinating responses with senior team members.
- Assist with client meeting logistics, including hotel, flight, dinner, and meeting arrangements for attendees.
- Attend in or out-of-town/province/country client meetings as may be required, currently 2 times per year.
- Attend internal meetings, industry-related meetings, and/or marketing events as required.
- Assist with training materials, pension-related communications, and presentations, as needed.
- Provide administrative and project support for related pension administration work, process improvements, and special projects within the Pension Administration team.
Qualifications
- Post-secondary education and/or related courses (CEBS)
- Minimum 1 year of work experience
- Demonstrate attention to detail and strong organizational skills
- Strong analytical and problem-solving skills
- Strong communication skills, both written and oral
- Able to work under deadlines and on several projects simultaneously
- Commitment to superior client satisfaction
- Strong Excel skills
Other qualities
- Is a team player, yet is self-sufficient and shows initiative
- Able to easily adapt in a new work environment
Terms and conditions of employment
- Permanent position
- 37.5-hour weekly schedule
- Hybrid policy
- Salary will be based on experience and our internal policy in force (yearly salary between $55,000 and $65,000)
- Enrolment in extended health benefits and company pension plan
- Budget for courses and skilled training
- Starting date: As soon as possible
If you are excited about this opportunity but your experience does not align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.
Pay: $55,000.00-$65,000.00 per year
Benefits:
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- Wellness program
Ability to commute/relocate:
- Vancouver, BC: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Would you be comfortable travelling out of town/province for a week at least twice/year for client meetings?
- Where do you sit within the salary range?
- What experience do you have that is relevant to this role, and how will it help you succeed?
Licence/Certification:
- Certified Employee Benefit Specialist (preferred)
Work Location: Hybrid remote in Vancouver, BC
📌 Pension Support Coordinator (Canada)
🏢 PBI Actuarial Consultants Ltd. u002F PBI Conseillers en actuariat ltée
📍 Canada