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Build a meaningful career

At Morneau Shepell, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives.  The extraordinary expertise of almost 5,000-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.

Pension Analyst
DC Pension Administration Services
Toronto, Ontario (Don Mills/Eglinton)
Full Time

Summary

The Analyst will work within a team that to provide quality client-focused administrative services for our Corporate clients.

Responsibilities

  • Processes interfund transfers, contributions, withdrawals and terminations for clients.
  • Performs reconciliations on a monthly basis. 
  • Provides regular and ad hoc reports for clients.
  • Receives and responds to plan member and client inquiries and requests.
  • Enters, updates and audits information; performs and proofs transactions on in-house software.
  • Liaises with consultants, trust companies and investment manager representatives concerning clients’ DC plans.
  • Keeps apprised of applicable new and existing pension, tax and securities legislation; shares knowledge with the team.
  • Attends internal training sessions to build knowledge of industry topics and trends.
  • Ensures that quality control and service standards are attained with every transaction.
  • Understands the client’s perspective and priorities.
  • Acts as a back-up, responding to in-bound calls from members and clients.
  • Participates on special projects as required.

Succeeding as a Pension Analyst will require the following core qualifications and skills:

  • Excellent written and oral English and French skills are an asset.
  • Knowledge of group benefits (DB and DC pension or group insurance) an asset.
  • Relevant university degree (Business Administration, Finance, Mathematics) as well as additional course work in pension administration or mathematics a plus.
  • Have, or be in progress of completing a CSC or IFIC designation is an asset.
  • 1-2 years’ experience working in a customer-focused role in the pension industry, and a foundation of knowledge in provincial pension and tax legislation
  • Excellent problem-solving and analytical skills, along with a strong professional acumen and the desire to take the initiative in helping clients find solutions.
  • Our strongest analysts have excellent communication and time management skills, and the ability to manage multiple assignments.

    INDCAD

Job Grade: MS2

Fulfilling work that matters

Morneau Shepell 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.

Find your fit with us. Follow us on LinkedIn, Youtube and Twitter.

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