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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 6,000-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 Associate Consultant will be responsible for managing the DB administration activities for various clients and play a 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 DB 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 centre services
• Use knowledge of client contract and scope of services for invoicing purposes
• 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

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 an Associate Pension Consultant will require the following core qualifications and skills:

• Five - seven 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
• 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

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.


Work environment

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Requirements

Level of education

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Diploma

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Work experience (years)

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Written languages

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Spoken languages

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