Pension Analyst

Job summary

The Pension Analyst will manage member transactions, reconcile payments, and maintain accurate client databases while ensuring regulatory compliance. They will also provide high-quality customer service by responding to inquiries and developing process improvements for pension plan issues.

Job details

Company Overview Ellement Consulting Group (Ellement) is a privately-owned consulting firm established in 1996. We provide actuarial, administration, software programming, and consulting solutions for pension, benefits, and investment programs for individuals, corporations, unions, associations, and governments across Canada. At Ellement, we empower our clients with informed choices and expert advice. Our mission centers on delivering purposeful, accessible experiences that prioritize customer obsession and operational excellence. We are committed to integrity, strategic foresight, and fostering symbiotic partnerships where challenges are met with collective brilliance and innovative solutions. Our approach is straightforward and client-centric, ensuring that every interaction is clear, helpful, and devoid of unnecessary jargon. Confident and authentic, we strive to be more than consultants—we are reliable partners in our clients' success. Position Summary As a Pension Analyst, you will be a key member of an administration team that delivers high-quality pension administration services to multiple clients while ensuring outstanding and timely customer service. You will be responsible for administering member transactions, maintaining accurate records, and supporting regulatory and client reporting requirements. A Pension Analyst must have strong analytical and organizational skills, excellent attention to detail, and the ability to work both autonomously and collaboratively within a team. Location This is a full-time, on-site position based in our Winnipeg office. Key Responsibilities Process cases for events such as retirement, termination of employment, death, relationship breakdown, etc. Reconcile monthly and interim payments to pensioners and beneficiaries. Accurately maintain and update client databases on a regular basis Quality control of year-end data input and verification of program output, including Annual Benefit Statements Calculate pension adjustments (PA), pension adjustment reversals (PAR), and past service pension adjustments (PSPA) File the Annual Information Return (AIR) and other regulatory forms with the applicable legislating body Interpret and apply the provisions of the pension plans and various applicable provincial and federal legislation Respond to inquiries from clients and plan members regarding data, and administration Develop and present solutions and improved processes for various plan issues to consultants and internal partners Coordinate new business implementation with account management and implementation teams Perform other tasks as assigned to assist in the overall team effort Education Currently pursuing or recently completed a degree in Actuarial Science, Mathematics, Statistics, Finance, Economics, or another quantitative discipline. Successful completion of one or more Society of Actuaries (SOA) exams is considered a strong asset. Previous actuarial internship, co-op, or pension experience is an asset, but not required. Candidates with a post-secondary diploma in business administration or a related field, combined with relevant pension administration experience, will also be considered. Certified Employee Benefit Specialist (CEBS) designation is considered an asset. Skills & Competencies Strong analytical, mathematical, and problem-solving skills. Proficient working knowledge of Microsoft Office, with advanced skills in Microsoft Excel. Understanding of group pension and benefits plan designs, or the ability to quickly learn complex pension concepts. Excellent attention to detail and a high degree of accuracy. Strong organizational skills with the ability to prioritize multiple tasks and meet deadlines in a fast-paced environment. Excellent written and verbal communication skills, with the ability to communicate effectively with clients and internal stakeholders. Previous pension benefits administration experience is considered an asset. Candidates with approximately two years of experience may be given preference. Bilingualism (English/French) is considered an asset. Ability to respond effectively to time-sensitive situations and changing priorities. Successful completion of a criminal background check is required.

What you’ll do

The Pension Analyst will manage member transactions, reconcile payments, and maintain accurate client databases while ensuring regulatory compliance. They will also provide high-quality customer service by responding to inquiries and developing process improvements for pension plan issues.

Requirements

Candidates should possess a degree in a quantitative discipline such as Actuarial Science, Mathematics, or Finance, with preference given to those with approximately two years of relevant experience. Strong analytical skills, proficiency in Microsoft Excel, and the ability to work effectively in a fast-paced environment are essential.

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Problem solving · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Microsoft Office · Preferred
• Communication Skills · Preferred
• Financial analysis · Preferred
• data management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Pension administration
• Analytical skills
• Mathematical skills
• Problem-solving
• Microsoft Excel
• Microsoft Office
• Attention to detail
• Organizational skills
• Communication skills
• Data management
• Regulatory reporting
• Customer service
• Actuarial science
• Financial analysis
• Time management
• Business Implementation
• Organizational Skills
• Ability To Meet Deadlines
• Actuarial Exams
• Quick Learning
• Account Management
• Benefits Administration
• Business Administration
• Calculations
• Certified Employee Benefit Specialist
• Customer Service
• Communication
• Consulting
• Data Entry
• Economics
• English Language
• Finance
• French Language
• Innovation
• Problem Solving
• Mathematics
• Operational Excellence
• Statistics
• Verbal Communication Skills
• Prioritization
• Quality Control
• Detail Oriented

Job areas

• Finance & Accounting
• Consulting
• Administrative
• Data & Analytics
• Pension Analyst
• Financial Analyst (General)
• Financial Analysts
• Financial and Investment Analysts

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