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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.

Senior Pension Consultant
Defined Benefit Administration
Toronto, ON (Bay & College)
Permanent Full Time


Summary:

Senior Pension Consultant will be responsible for managing the DB administration activities for various clients and play a major role in managing client relationships.  The successful candidate brings consultative skills, people management 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 governance meetings
•Ensure client retention and satisfaction
•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
•Understand the client’s perspective and priorities, and work  with the client to resolve administrative issues
•Develop new business contacts, new agreements with existing clients and help develop new markets with potential 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 Operations Director 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
•Promote collaboration across direct teams, department and other service lines

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
•Succession planning - Identify potential emerging candidates for succession and prepare them for increased responsibilities
•Conduct training sessions

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

•Ten or more 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

 

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Job Grade: MS5

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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