Job Description

Job description:

The Pension Services Representative is responsible for managing pension-related inquiries and processing applications for retirement, termination, death, and divorce. This position ensures accurate data management and effective communication with members, facilitating informed decision-making as it relates to their pension benefits.

Key Responsibilities

Application Processing & Management

Accurately process retirement, termination, death, and divorce applications, ensuring timely calculations and record-keeping. Prepare monthly payroll and cheque packaging for out-of-country pensioners, including the completion of necessary transfer forms. Manage all month-end application processing and cheque mailouts, including payments for terminations, deaths, and related transactions.

Member Communication & Mailouts

Provide members and beneficiaries with essential information regarding their pension benefits through various communication channels, including in-person and virtual meetings, phone calls, and emails. Oversee and coordinate major mailouts, including annual statements, mass terminations, and annual tax forms, ensuring accuracy in the data preparation. Generate mailing lists and collaborate with the Member Administration Department for mail packaging.

Data Reconciliation & Compliance

Verify information across multiple systems and databases to support daily operations and tax document filing. Work with the Accounting department to maintain data integrity and ensure that all information is accurate, consistent, and reliable across systems and reports. Troubleshoot and resolve discrepancies in data. Ensure compliance with policies and regulations when processing member records and financial transactions.

Record Maintenance & Digital Management

Maintain and update member information in the database, including banking details and contact information. Prepare files for digital imaging to enhance record accessibility and long-term data management. Oversee quality control of digitized pension files, ensuring proper file organization, archiving, and disposal per policy guidelines.

Document Review & Process Improvement

Review and update template letters and internal procedures to ensure compliance with external policies and regulations. Maintain the FAQ section and other pension-related data on the ACAW Trust Funds website. Identify opportunities for improving document management and administrative workflows to enhance efficiency.
Qualifications

Education

Minimum Required:

Post Secondary Diploma in related field
Preferred:

Pension Plan Administration Certificate (PPAC) Certified Employee Benefit Specialist Designation (CEBS)
Experience

Minimum Required:

Minimum of 1 - 2 years of experience in administration.
Job Specific Skills

Minimum Required:

Strong analytical and problem-solving skills.

Excellent communication skills, both written and verbal, for effective member interaction.

Excellent data entry and data processing skills.

Basic knowledge of Windows OS and Microsoft Office products (Word, Excel, Access, PowerPoint, Outlook), with the ability to create, edit, and manage documents, emails, and spreadsheets in a professional setting.

Attention to detail to ensure accuracy in processing applications and maintaining records.

Preferred:

Knowledge of pension legislation and compliance requirements.
Benefits

At ACAW Trust Funds, we believe that the strength of our organization starts with our people.

We foster a workplace where personal and professional development are encouraged through continuous learning opportunities and dedicated support. Our team members enjoy a competitive benefits package and a collaborative, welcoming atmosphere that makes coming to work rewarding.

Be part of a team that values growth, positivity, and purpose -- your future starts here!

Job Types: Full-time, Permanent

Benefits:

Dental care Employee assistance program Extended health care Life insurance On-site parking Paid time off
Work Location: In person