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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in processing interfund transfers, contributions, and withdrawals while ensuring compliance with pension, tax, and securities legislation. Proficient in client communication and problem-solving, with a focus on delivering high-quality service and support.
Highest-signal resume keywords
Pension Industry ExperienceKnowledge of Provincial Pension LegislationCustomer-Focused RoleProblem-Solving SkillsCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Interfund Transfers ProcessingTransaction AuditingMonthly ReconciliationReport GenerationIn-House Software Proficiency
Soft Skills
Analytical SkillsTime ManagementProactive Client Assistance
Certifications & Qualifications
CSC DesignationIFIC Designation
Industry Keywords
Defined Contribution PlansDefined Benefit PlansGroup BenefitsPension LegislationTax Legislation
About the role
Key responsibilities & impact- Process interfund transfers, contributions, withdrawals and terminations for clients
- Provide regular and ad hoc reports for clients
- Respond to plan member and client inquiries and requests
- Enter, update and audit information; perform and proof transactions on in-house software
- Liaise with consultants, trust companies and investment manager representatives concerning clients’ DC plans
- Perform monthly reconciliations
- Keep apprised of applicable pension, tax and securities legislation and share knowledge with the team
- Attend internal training sessions on industry topics and trends
- Ensure quality control and service standards for every transaction
- Gain insight into clients’ perspectives and priorities
- Act as a backup and respond to inbound calls from members and clients
- Participate in special projects as required
Requirements
What you’ll need- 1-2 years’ experience working in a customer-focused role in the pension industry
- Foundation of knowledge in provincial pension and tax legislation
- Knowledge of group benefits (DB and DC pension or group insurance) is an asset
- Relevant University or college degree, or an acceptable combination of education and work experience
- Possessing or working towards obtaining a CSC or IFIC designation is an asset
- Exceptional problem-solving and analytical skills
- Strong professional acumen and a proactive approach to assisting clients in finding solutions
- Excellent communication and time management skills
- Ability to manage multiple assignments
- Advanced knowledge of English is required
- Excellent written and oral English and French skills are an asset
Benefits
Comp & perks- Competitive salary and bonus structures
- Minimum 3 weeks of vacation
- Flexible benefits plan
- Flexibility to work in-office, virtually or a combination of both
- Generous company matched pension
- Opportunity to give back to communities
- Career growth and learning & development opportunities
