Position Description

Senior Pension Analyst
Requisition Number 7610
City Toronto
Country Canada
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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 Analyst
Defined Benefits Pension Administration
Toronto, ON (Bay & College)
Permanent Full Time

Summary:

Morneau Shepell can provide clarity among plan options and take the strain out of communications between members, administrators and fund managers. Our Ariel administration system is a robust recordkeeping platform that supports membership database updates, and provides electronic data interfaces, calculations and transactions.
Our Senior Analyst works in a team and is responsible for administering pension plans for assigned clients and providing analytical and administration support to both clients and the team

Responsibilities:

•Receives and responds to plan enquires and requests from clients
•Calculates and processes timely payment of termination, retirement and death benefits for medium sized plans and reviews such for simple plans
•Supports the relationship between clients and other members of consulting team
•Coordinates information flow between clients and trustees
•Reconciles plan assets and plan memberships
•Trains new analysts on systems and procedures
•Prepares year-end annual pension statements
•Prepares membership and asset data for actuarial valuations
•Applies and interprets pension benefit calculations in accordance with routine plan provisions and legislative requirements
•Works with pension databases
•Attends internal training sessions to build knowledge of industry topics and trends
•Participates in client meetings and presentations
•Assists with special projects, as required

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

•Three to five years of Defined Benefit pension administration experience (completed complex retirement, termination, death and marriage breakdown calculations manually)  
•Post-secondary education (preferably in Mathematics, Statistics, Actuarial Science) or completed courses related to Pension Administration
•Advance knowledge of Defined Benefit pension plans and provincial pension and tax legislation
•Experience reviewing pension calculations and member transactions
•Ability to lead projects by taking ownership and being accountable for assigned tasks
•Proven ability to manage multiple tasks simultaneously
•Excellent analytical and mathematical skills
•Exceptional client service focus with strong professional acumen


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Job Grade: MS3

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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.

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