Client Services Administrator (Pension & Financial Services)
About the role
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 focus and operational excellence. We are committed to integrity, collaboration, and building long-term partnerships through practical, innovative solutions.
Position Summary
We are seeking a detail-oriented and organized Client Services Administrator to support the administration of pension and financial services programs, while providing administrative support to our advisory and consulting teams.
In this role, you will work with data, documentation, and processes related to pension plans and financial services. You will assist with maintaining accurate records, processing transactions, preparing regulatory filings, and responding to client and member inquiries. You will also support financial advisors with administrative coordination and documentation.
This role is well-suited for individuals who enjoy working in structured, detail-driven environments and are comfortable handling complex information. While pension experience is an asset, we welcome candidates from finance, accounting, legal/paralegal, insurance, or other administrative backgrounds who are eager to learn and grow within the pension and financial services industry.
Key Responsibilities:
Pension & Client Administration
-
Process pension-related events such as retirements, terminations, death benefits, and relationship breakdowns
-
Maintain and update client and member records with a high degree of accuracy
-
Perform quality control and validation of data, including year-end processing and reporting
-
Prepare and file regulatory documents
-
Interpret plan provisions and apply applicable pension legislation (training provided)
-
Respond to inquiries from plan members and clients
-
Identify opportunities to improve processes
-
Assist with onboarding new clients and plan implementations
Administrative & Advisor Support
-
Assist financial advisors with preparation and processing of documentation
-
Coordinate documentation with investment and insurance providers
-
Schedule meetings and manage calendars
-
Prepare follow-up materials and communications
-
Maintain organized filing systems
-
Provide general administrative and operational support
-
Support special projects and other initiatives
Qualifications and Attributes
-
Post-secondary education in business administration, finance, accounting, legal studies, or related field (or equivalent experience)
-
Minimum 2+ years of experience in an administrative, financial, legal, or insurance role
-
Strong attention to detail and accuracy
-
Strong analytical and problem-solving skills
-
Experience working with data, documentation, or regulated processes
-
Ability to learn new concepts including policies and legislation
-
Strong organizational and time management skills
-
Excellent communication skills
-
Proficiency in Microsoft Office (Excel, Word, Outlook) -Successful completion of a cleared criminal background check is required.
Assets (Not Required)
-
Experience in pension or benefits administration
-
Familiarity with regulatory environments
-
CEBS designation or interest in pursuing
-
Bilingualism (French)
What We’re Looking For
- A proactive, team-oriented individual
- High attention to detail and quality of work
- Adaptable and eager to learn
- Strong communicator
- Comfortable in structured, process-driven environments
Not the right fit? Search for Client Services Administrator jobs in Winnipeg, MB
About Ellement Consulting
Ellement is a private, employee-owned actuarial consulting firm that has been providing pension and benefit programs, administrative services, and investment consulting to clients across Canada since 1996. We have built a reputation for providing clients with professional and experience consulting for benefit, pension, investment, insurance, and administrative services.
Our mission is to design, implement, and manage employee benefit programs for individuals and institutions to provide economic security at a reasonable and affordable cost.
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Client Services Administrator (Pension & Financial Services)
About the role
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 focus and operational excellence. We are committed to integrity, collaboration, and building long-term partnerships through practical, innovative solutions.
Position Summary
We are seeking a detail-oriented and organized Client Services Administrator to support the administration of pension and financial services programs, while providing administrative support to our advisory and consulting teams.
In this role, you will work with data, documentation, and processes related to pension plans and financial services. You will assist with maintaining accurate records, processing transactions, preparing regulatory filings, and responding to client and member inquiries. You will also support financial advisors with administrative coordination and documentation.
This role is well-suited for individuals who enjoy working in structured, detail-driven environments and are comfortable handling complex information. While pension experience is an asset, we welcome candidates from finance, accounting, legal/paralegal, insurance, or other administrative backgrounds who are eager to learn and grow within the pension and financial services industry.
Key Responsibilities:
Pension & Client Administration
-
Process pension-related events such as retirements, terminations, death benefits, and relationship breakdowns
-
Maintain and update client and member records with a high degree of accuracy
-
Perform quality control and validation of data, including year-end processing and reporting
-
Prepare and file regulatory documents
-
Interpret plan provisions and apply applicable pension legislation (training provided)
-
Respond to inquiries from plan members and clients
-
Identify opportunities to improve processes
-
Assist with onboarding new clients and plan implementations
Administrative & Advisor Support
-
Assist financial advisors with preparation and processing of documentation
-
Coordinate documentation with investment and insurance providers
-
Schedule meetings and manage calendars
-
Prepare follow-up materials and communications
-
Maintain organized filing systems
-
Provide general administrative and operational support
-
Support special projects and other initiatives
Qualifications and Attributes
-
Post-secondary education in business administration, finance, accounting, legal studies, or related field (or equivalent experience)
-
Minimum 2+ years of experience in an administrative, financial, legal, or insurance role
-
Strong attention to detail and accuracy
-
Strong analytical and problem-solving skills
-
Experience working with data, documentation, or regulated processes
-
Ability to learn new concepts including policies and legislation
-
Strong organizational and time management skills
-
Excellent communication skills
-
Proficiency in Microsoft Office (Excel, Word, Outlook) -Successful completion of a cleared criminal background check is required.
Assets (Not Required)
-
Experience in pension or benefits administration
-
Familiarity with regulatory environments
-
CEBS designation or interest in pursuing
-
Bilingualism (French)
What We’re Looking For
- A proactive, team-oriented individual
- High attention to detail and quality of work
- Adaptable and eager to learn
- Strong communicator
- Comfortable in structured, process-driven environments
Not the right fit? Search for Client Services Administrator jobs in Winnipeg, MB
About Ellement Consulting
Ellement is a private, employee-owned actuarial consulting firm that has been providing pension and benefit programs, administrative services, and investment consulting to clients across Canada since 1996. We have built a reputation for providing clients with professional and experience consulting for benefit, pension, investment, insurance, and administrative services.
Our mission is to design, implement, and manage employee benefit programs for individuals and institutions to provide economic security at a reasonable and affordable cost.