Morneau Shepell Ltd

Pension Analyst
Defined Benefit Pension Administration
Toronto, ON
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 Pension 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:

• Performs standard pension benefit calculations (retirements, terminations, etc.) in accordance with plan rules and legislative requirement
• Assists in the preparation of year-end annual pension statement
• Works with pension databases and Morneau Shepell’s internal software/systems
• Receives and responds to routine plan enquiries and requests from clients
• Takes direction from, and supports, senior team members
• Attends internal training sessions to build knowledge of industry topics and trends
• Assists with special projects, as required

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

• Post-secondary education (preferably in Mathematics, Statistics, Actuarial Science)
• 0-2 years of Defined Benefit or Defined Contribution pension administration experience (completed retirement, termination and death calculations and experience with multi-employer pension plans)
• Knowledge of Defined Benefit pension plans and provincial pension and tax legislation
• Excellent analytical and mathematical skills
• Exceptional client service with strong professional acumen
• Excellent communication (oral and written) and organizational skills
• Advance proficiency in MS Office Suite (Word, Outlook); expert proficiency in Excel
• Dedicated team player, who demonstrates initiative and independence
• CEBS or PPAC an asset
• Bilingualism (English and French) an asset

Job Overview

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