This role is tasked with quality service delivery for their Defined Benefit Pension clients. The Associate will require the ability to perform all functions necessary to ensure the continuous efficient operation of our clients’ pension plan arrangements.
Calculate benefit entitlements on retirement, termination, death and marriage breakdown;
Conduct calculation on PAs, PSPAs and PARs and preparation of applicable filing forms;
Prepare indexation and annual pension statements;
Perform year-end update of plan records, including the reconciliation of the membership, contributions and trust fund;
Prepare government forms including Annual Information Return, Form 7 and PBGF forms;
Assist with testing of the pension system for new and existing clients according to the plan provisions and administrative requirements;
Assist with maintaining of standard operation procedures;
Respond to member calls and facilitate requests;
Maintenance of members’ records; and
Other duties as required.
2533243
This role is tasked with quality service delivery for their Defined Benefit Pension clients. The Associate will require the ability to perform all functions necessary to ensure the continuous efficient operation of our clients’ pension plan arrangements.
Calculate benefit entitlements on retirement, termination, death and marriage breakdown;
Conduct calculation on PAs, PSPAs and PARs and preparation of applicable filing forms;
Prepare indexation and annual pension statements;
Perform year-end update of plan records, including the reconciliation of the membership, contributions and trust fund;
Prepare government forms including Annual Information Return, Form 7 and PBGF forms;
Assist with testing of the pension system for new and existing clients according to the plan provisions and administrative requirements;
Assist with maintaining of standard operation procedures;
Respond to member calls and facilitate requests;
Maintenance of members’ records; and
Other duties as required.
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