Job Description

Benefits Analyst
Location: This position will be located in our Toronto office.
Application Deadline: September 30, 2022
Our organization:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of Canada's Best Managed Companies. With more than $20 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

• Investment Executive 2022 Brokerage Report Card

The opportunity:
Reporting to the Managing Director, the Benefits Analyst will deliver guidance and support on benefits provider plan management, documentation, and reporting related to all services provided.
The incumbent will become a subject matter expert on all employee benefit programs within the firm and will have the opportunity to develop as a subject matter expert within the role.
Key responsibilities include:

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• Being responsible for analysis and negotiation of annual renewals with benefits providers.
  
• Producing quarterly experience monitoring reports and analyzing the impact of any changes to the firm; reporting and presenting results as required.
  
• Reviewing and preparing benefit summaries, amendments, employee presentations / communications, marketing comparisons and annual renewal presentations.
  
• Resolving and addressing escalated client issues and inquiries; acting as a subject matter expert on all benefits inquires.
  
• Performing other duties as assigned.

The ideal candidate will possess:

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• A degree or diploma in business administration, economics, accounting, finance, or similar field of study.
  
• 2-5 years’ experience within the finance industry in a similar or related role.
  
• Previous experience as a Benefits Analyst, or experience in a similar role.
  
• Insurance licensing or related professional designations (CEBS) are considered an asset.
  
• Bilingual fluency (oral and written) in both French and English would be considered a strong asset.
  
• Strong organizational skills, with the ability to proactively organize and manage a high volume of time-sensitive work.
  
• A demonstrated, reliable work ethic with the ability to manage multiple, competing priorities.
  
• An ability to adapt quickly to changing needs and work requirements.
  
• A customer-focused attitude, with a genuine commitment in serving and caring for other people.
  
• A high level of proficiency in Microsoft Office tools; experience with financial tools would be an asset.
  
• Exhibits a level of professionalism that allows clients to feel comfortable and able to discuss personal information.
  
• Strong presentation skills.
  
• Strong written and verbal communication skills.
  
• Strong interpersonal skills, including the ability to engage with internal and external stakeholders.
  
• An ability to independently prioritize and accomplish tasks with minimal supervision.
  
• Strong financial industry knowledge and product understanding.

Conditions of Employment:

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• Must be legally eligible to work in Canada.
  
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
If you require accommodation for the recruitment process, please let us know at the point of application.
To apply:
Click the Apply For This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.