The Clerk is responsible for supporting the Pension Department in such areas as correspondence, calculations, electronic data and document management, projects, mail outs and other tasks as required. Additionally, the 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 responsibilities as required.

The Clerk will:

• 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.
• Process requests, enrolments, updates, changes, and other pension related duties.
• Prepare individual and batch pension cheque requisitions.
• Maintain a comprehensive knowledge and understanding of pension related terminology and practices.
• Perform electronic data and document maintenance to include scanning, faxing, filing, destroying, photocopying, data entry and any processes required to prepare documents for these actions.
• Sort and log mail, e-mails, faxes, and other incoming work.
• Verify work and data in the scope of the position for accuracy and completion.
• Prioritize work to ensure effective time management.
• Mail forms, booklets, bulletins, and other matters as required.
• 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.
• Assist the Pension Department with requests when required.

To be successful as a Clerk with Coughlin & Associates, you will need:

• Education/skills acquired at a secondary level or higher.
• Sound knowledge of Microsoft Office and advanced Microsoft Excel skills.
• Superior data entry skills and sound knowledge of standard office administration procedures.
• Excellent customer service skills.
• Excellent grammatical, spelling, and communication skills.
• The ability to use tact and discretion to maintain information in the strictest of confidence.
• Strong organizational skills, the ability to prioritize and multi-task, and the ability to manage time effectively.
• Strong mathematical and reconciliation skills.
• Knowledge of the administration of Pension Benefits and of the particular policies for each of the administered groups is considered an asset.

What’s in it for you:

• Learn by working alongside our experts
• Competitive compensation

About Coughlin & Associates Ltd.:

Across the country, thousands of Canadians rely on Coughlin & Associates Ltd. to design and administer their group medical, dental, disability, life insurance and pension benefits. Coughlin is a full-service benefits consultant and third party administrator. Our services include:

• Group benefits consulting and plan marketing
• Plan administration and correspondence
• Claims adjudication and payment

Established in 1958, Coughlin & Associates Ltd. provides services to some of Canada’s most respected companies, unions and public service organization.

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.