Associate Consultant – Group Annuity Administration
Core
Manage Group Annuity administration activities, verify benefit calculations and annual statements, and support client relationships for pension plans.
Role type
Associate Consultant (Group Annuity Administration)
Builds
Administrative services, annual statements, and client reporting for pension plans
Domain
Financial Services / Pension Administration
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
DB Pension Administration, provincial pension and tax legislation, pension administration software, MS Office (Word, Excel, PowerPoint), project management, team leadership, performance review
Preferred skills
CEBS or PPAC designation, process improvement, system testing, bilingualism (English and French)
Technologies
pension administration software, MS Word, MS Excel, MS PowerPoint
Responsibilities
Manage daily and yearend functions for annuity plans; verify benefit calculations and annual statements for compliance; manage client relationships and coordinate administrative services; lead special projects and identify process improvements; oversee team members and conduct performance reviews.
Seniority
Mid-level, hands-on IC with team leadership responsibilities