Assistant Advisor, Pension Plan Administration Jobs in Canada- Apply Here
WTW Retirement advisors bring extensive experience in collaborating with organizations of various sizes and types. We have closely partnered with clients to pioneer advanced plan design techniques. Our expertise spans retirement plan and investment consulting services, enabling us to globally assist organizations in designing, managing, and administering pension plans and related communications.
Please note that we do not provide sponsorship or assistance in obtaining nonimmigrant work visas for this specific job posting.
The Role:
As an Assistant Advisor in Outsourcing Services – Retirement, your responsibilities encompass offering clients a wide array of recurring services for defined benefit plans administration. You will actively participate in special projects and provide ad hoc support services to clients. Your role involves daily project management, client engagement, and contribution to special projects, along with overseeing less experienced senior analysts.
In this role, you will:
1. Serve as the primary client contact for daily service provision.
2. Review analyst work and deliverables, escalating issues as necessary.
3. Enhance your expertise in retirement plan design and administration.
4. Access a clearly defined career path and professional development opportunities.
5. Utilize state-of-the-art tools and resources while collaborating with top talent in the industry.
6. Review benefit calculations and trustee instructions of medium complexity.
7. Collect, process, reconcile, and review participant data, addressing issues as they arise.
8. Resolve complex questions and issues regarding plan provisions from clients and colleagues.
9. Create internal administration manuals for clients when none exist.
10. Maintain and update documents as directed.
11. Implement WTW’s professional excellence tools and concepts to ensure service delivery efficiency and quality.
12. Adhere to plan documents and government regulations in plan administration.
13. Lead and coach the team to monitor progress against established budgets, quality standards, and timelines.
14. Successfully complete projects to meet or exceed client expectations.
15. Enhance efficiency within client teams by identifying process improvements.
16. Provide training and guidance to less experienced analysts.
Job Requirements:
– Six to nine years of experience in defined benefit plan administration and manual calculations.
– Bachelor’s or master’s degree in mathematics, statistics, finance, or a related field with a strong quantitative background and a solid academic record.
– Profound knowledge of defined benefit plan design fundamentals.
– Exceptional analytical and problem-solving skills.
– Strong proficiency in Microsoft Office Excel and Word applications.
– Keen attention to detail.
– Professional and customer-focused approach to colleagues and assignments.
– Openness to experiences that can change perspectives or facilitate learning.
– Strong organizational skills, the ability to prioritize, work independently, and manage multiple projects within assigned deadlines.
– Fluent communication in both French and English, orally and in writing.
Join us in shaping the future of retirement solutions and client services.