Build a meaningful career
At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives. The extraordinary expertise of a more than 7,000-strong workforce is harnessed to support the employees and families of the organizations we serve. Our innovative programs have a lasting impact on the health, financial security and productivity of 24,000 workplaces.
The Consultant will be responsible for managing activities for various clients and play a major 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 Pension Administration Team.
Responsibilities:
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 center services
Understand the client’s perspective and priorities, and work with the client to resolve administrative issues
Ensure communication flows from the client to team
Assist in identifying and developing new business with existing clients
Use knowledge of client contract and scope of services for invoicing purposes
Manage Service Agreements by ensuring they are reviewed regularly and that all fee adjustments and renewals are prepared in a timely manner
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
Lead internal initiatives
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
Succeeding as a Consultant will require the core skills and qualifications:
Seven to ten 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
Strategic thinking
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
#LI-SS2
Where permitted by law, LifeWorks employees must be fully immunized to access a LifeWorks office or customer premises.
Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected]
Fulfilling work that matters
LifeWorks is in the business of helping organizations help their people and in the process, we strive to elevate ours. We’re always looking for talented professionals and strategic leaders looking to make a difference in the lives of the people we serve. We appreciate the interest of every applicant; however, we contact only those selected for an interview.
At LifeWorks, we are committed to putting our people first. Our priority is to optimize the health and productivity of our people. In light of COVID-19, our company continues to monitor the global situation and following local guidance in each of our communities to ensure the health and wellbeing of our employees. Safety is our highest priority, and while the goal is to ultimately return to the office, we are currently working remotely and are connecting with candidates through virtual interviews, recruitment events, and information sessions. We are excited to connect with you virtually, and look forward to receiving your application.
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