About the Role:
We are looking for a master multi-tasker with excellent communication skills and an upbeat attitude to join our pension administration team.
This is an excellent opportunity for someone who enjoys working with financial information, managing multiple priorities, learning new things and building strong relationships with clients and professional partners.
Working as a Plan Administrator gives you the opportunity to challenge yourself and learn more about the pension industry. You will play an important role in the administration of retirement plans for business owners and professionals across Canada. You will also work directly with actuaries, financial professionals, accountants and clients to provide exceptional customer service.
This role offers variety, ongoing learning and the opportunity to take on increasing responsibility as your knowledge and experience grow.
What You’ll Do:
As a Plan Administrator you will:
- Provide administrative support for the day-to-day operation of Individual Pension Plans
- Serve as the primary point of contact for clients, advisors, and other professional partners, providing responsive and knowledgeable service
- Ensure compliance with federal and provincial pension legislation
- Analyze investment account statements to prepare annual pension reporting and tax filings
- Review financial and pension information, identify discrepancies and investigate issues to ensure accuracy
- Process regular and legislative plan text amendments, trustee changes, and beneficiary updates
- Coordinate plan set ups, terminations and retirement transitions
- Manage multiple files and competing deadlines while maintaining a high level of accuracy
Who We Are:
GBL is an actuarial consulting firm and a leading provider of retirement products tailored to small business owners and professionals across Canada. We strive to build long-lasting relationships with our clients as they are the core of everything we do!
We believe in working hard while also maintaining a healthy work/life balance. We offer a collaborative and supportive environment where employees have the opportunity to learn, take on new challenges, and develop their careers.
To learn more about GBL, visit our website www.gblinc.ca.
What GBL has to offer:
- Competitive salary and benefits package, including extended health care and dental benefits
- Health Spending Account
- Three weeks of paid vacation
- Company events
- Hybrid work environment (after 90 days)
What We’re Looking For:
To make sure we find the best fit, we are looking for candidates who are:
- Detail oriented and have strong analytical skills
- Organized and able to manage multiple priorities and deadlines
- Self motivated and can function independently in a fast-paced environment
- Great communicators by phone and e-mail
- Proficient in Microsoft Word, Excel, and Outlook
- Curious and eager to learn and develop new skills
Qualifications:
- One to two years of experience in a business, financial, administrative or customer-focused environment
- Previous pension experience is not required – just an eagerness to learn and grow!
Pay: $50,000.00-$55,000.00 per year
Work Location: In person
