Pension Associate

Pension Associate

Department : Member Experience and Pension Operations

Type : Permanent

Location : Toronto

Posting Date : April 19, 2024

At OPTrust, is our mission and business.

When you choose OPTrust, you join a team of smart, talented people who fuel our success and have a passion for pensions. Everyone at OPTrust from London, Toronto, and Sydney makes a meaningful impact, our environment is fast paced, but we find time to have fun and give back to the community as well.

Our strength resides in our team members with different backgrounds and perspectives creating an inclusive and fulfilling place to work for everyone.

What OPTrust Offers You

Unique culture rooted in our core values collaboration and teamwork, integrity, respect, flexibility, and excellence and continuous improvement reflected across the team.

Dedicated business strategy for inclusion, diversity, and equity with multiple, meaningful opportunities to participate.

Flexible, hybrid work model being implemented to balance the benefits of working from home and the collaborative teamwork experience in the office.

Membership in our world-class defined benefit pension plan.

A purpose-driven environment, including the opportunity to contribute to OPTrust’s climate change and responsible investing programs.

Professional development opportunities and learning initiatives including access to LinkedIn Learning, in-house speaker series, tuition reimbursement program and professional association memberships.

Comprehensive benefits package focused on your health and wellness, including dental, vision and extended health benefits.

Opportunity to take parental and adoptions leaves to spend time with family.

Competitive vacation package and time away from work such as work-life balance days.

If you strive for excellence and continuous improvement, value a collaborative and flexible team culture, and approach everything with integrity and respect, then we invite you to apply to join our team!

About the Role

As part of Member Experience and Pension Operations, you will use your positive attitude, caring nature and strong customer disposition to make an impact on our members’ day by providing administrative support to staff on the Member Experience teams;

ensuring all correspondence is imaged and indexed accurately for future reference, performing basic pension processing and responding to internal and external clients, all within established standards.

What You’ll Do

Review all incoming correspondence arriving by mail, electronic message, fax, or walk-in clients and open applicable processing case in the workflow management application.

Ensure all documents are scanned and indexed into the document imaging system and maintain scanning records.

Process basic member transactions, such as new member enrolments, pension beneficiary updates, retirement date estimates, general correspondence and information updates for members, and any related follow-up.

Respond to inquiries and requests for information by telephone, in writing or other media.

Assist in the ongoing review of operational procedures to improve service to members.

Support role for the Member Experience teams, with responsibilities as assigned.

What You Bring

Post-secondary education.

Proficient in MS Office (Word and / or Excel), business software applications, client databases and document imaging software.

Proven experience in customer service approach and interpersonal skills to meet established service levels and deal with members with sensitivity and tact.

Effective written and verbal communication skills to communicate pension plan information to members in a way that is clearly understood.

Demonstrated organizational skills to handle varying volumes of work and to prioritize multiple tasks in an efficient manner.

Positive attitude towards word and colleagues to support team goals and organization values of strong teamwork, cooperation, and mutual respect.

Numeracy skills to understand formula calculations.

Ability to identify problem areas when communicating with members and to take appropriate action.

Knowledge of pension funds.

Please submit your application via Workday by May 3, 2024.

We thank all interested applicants, however only those under consideration will be contacted.