Job Detail

We are currently seeking a dedicated Pension Officer to join our team on a permanent full-time basis.

* You will handle a variety of member interactions through phone calls, emails, and in-person meetings.
* Performing pension calculations and technical work, ensuring all Plan benefits are compliant with applicable legislation, Plan terms and conditions and internal administrative practices and policies.
* Preparing and

We are currently seeking a dedicated Pension Officer to join our team on a permanent full-time basis.

* You will handle a variety of member interactions through phone calls, emails, and in-person meetings.
* Performing pension calculations and technical work, ensuring all Plan benefits are compliant with applicable legislation, Plan terms and conditions and internal administrative practices and policies.
* Preparing and implementing clear, accurate and comprehensive written communications regarding entitlement calculations on retirement, termination, death, spousal relationship breakdowns etc.
* Collaborating to develop and deliver Member Information Sessions.
* Reviewing legal documentation related to Power of Attorneys, Executors, Trustees/Guardianship, and Interspousal Agreements, and communicate the acceptance or rejection of documentation.
* Searching and locating missing Plan members, as well as terminated Plan members with outstanding benefit payments.


* You will have previous experience in a customer service-related role, with prior pension industry experience being a bonus.  
* A post-secondary degree in business administration or mathematics, supplemented by three (3) or more years of experience in a relevant role.
* Additionally, the Pension Plan Administration Certificate (PPAC) and/or the Certified Employee Benefit Specialist (CEBS) designations would be considered an asset.
* Knowledge of mathematical concepts and applications used in the financial and pension services industries.
* Good judgement in dealing with people to ensure that matters get resolved.
* Proficiency in English with excellent verbal and written communication skills.
* Note: A combination of equivalent education, training and experience.

Visit www.shepp.ca for for more information about the position and company.

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