The Pension Clerk (Term) provides administrative support to the Pension Department in such a way as to ensure the smooth operation and administration of the Pension Department. This is a fixed term position.

The Pension Clerk (Term) is responsible for supporting to the Pension Department in such areas as correspondence, calculations, reconciliation of payment registries, electronic data and document management, projects, mail outs and other tasks as required. Additionally, the Pension Clerk learns basic pension terminology and procedures in order to assist with file processing and correspondence related to follow ups, enrolments, address changes, beneficiary changes and other work as required.

The Pension Clerk (Term) will:

Technical Activities

• Add, change, or delete member information in the database system.
• Maintain a variety of logs and lists that track the activities of the Pension Department.
• Create and maintain individual pension files containing the member’s account details, benefit calculations, and correspondence.
• Assist the Pension Department with requests when required.
• Review letters, reports, and forms for completion and accuracy.
• Prepare individual and batch pension cheque requisitions.
• Reconcile data from various software and systems, including reconciling payment registries from custodians.
• Maintain a comprehensive knowledge and understanding of pension related terminology and practices.
• Consulting plan documents or policy manuals to determine the best course of action as required.

Communication/Liaison

• Respond to clients, members, or other external contacts in a prompt, efficient, and courteous manner at all times.
• Process requests, enrolments, updates, changes, and other pension related duties.
• Correspond with members to follow up on previous correspondence sent by Pension Administrators.
• Liaise with union halls, plan sponsors, consultants, and other internal parties on behalf of members.
• Inform the manager of any issues which arise out of the course of daily work.
• Restrict access to confidential information pertaining to the company and its stakeholders.

General Administration

• Electronic data and document maintenance to include scanning, faxing, filing, destroying, photocopying, data entry and any processes required to prepare documents for these actions.
• Verifying work and data in the scope of the position for accuracy and completion.
• Sorting and logging mail, e-mails, faxes, and other incoming work.
• Mailing forms, booklets, bulletins, and other matters as required.
• Prioritizing work to ensure effective time management.
• Maintaining procedure manuals, including documenting new procedures and updating current procedures.
• Maintaining the company’s Time Information Management System by reporting time spent on tasks required to carry out the duties of this position.

To be successful as a Pension Clerk (Term) with Coughlin, you will need:

• A minimum of 1 year of related work experience in an office environment is expected.
• Secondary school diploma and the completion of post-secondary courses in a related field
• Sound knowledge of Microsoft Office and standard office administration procedures.
• Basic knowledge of pension related terminology.
• Excellent grammatical, spelling, and communication skills.
• Superior data entry skills, as well as strong mathematical and reconciliation skills.
• The ability to maintain good public relations, both within and outside the organization.
• Strong organizational skills, the ability to prioritize and multi-task, and the ability to manage time effectively.
• The ability to adhere to existing company policies and procedures.
• The ability to use tact and discretion to maintain information in the strictest of confidence

What’s in it for you:

• Have an impact in the communities we serve
• Participate in our contributions towards Truth and Reconciliation
• Learn by working & collaborating alongside our existing team of experts
• Competitive compensation

We are committed to providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com.