About this role
Role Overview
- Provides knowledge and expertise for the preparation of reports required by government authorities and pertaining to registered pension plans (DC, DB, IPP, etc.) and other group savings programs ranging from simple to complex in nature.
- Processes AIR/Audit reports in accordance with the audit & control, legislation, and service level agreement requirements applicable to complex plans.
- Provides the necessary support to plan sponsors, intermediaries, consulting actuaries, client auditors, and government authorities on reporting for complex plans.
- Responds professionally and accurately to requests for information from plan sponsors, intermediaries, consulting actuaries, client auditors, government authorities and internal partners on AIR/FS reports pertaining to registered pension plans (DC, DB, IPP, etc.) and other group savings programs ranging from simple to complex in nature.
- Performs a thorough analysis of the data that support the preparation of AIR/Audit reports for complex plans.
- Ensures that the needs of our clients’ auditors are clearly understood and met in a timely manner.
- Enhances knowledge and expertise, keeping up to date on legislation, business practices, compliance, and administration issues related to registered pension plans (DC, DB, IPP, etc.) and other group savings programs.
- Provides support in the coordination of daily workflow and priorities.
- Participates in process improvement activities and departmental initiatives designed to achieve a higher service level, increase cost efficiencies and productivity (as required).
- Identifies and reports weaknesses and applies financial and operational controls to mitigate risks. Ensures compliance with regulatory requirements and internal policies.
Requirements
- Knowledge of the administration of registered pension plans (DC, DB, IPP, etc.) and other group savings programs.
- Strong knowledge of reporting requirements (AIR/Audit) prescribed by government authorities.
- Strong knowledge of our clients' auditors’ reporting requirements.
- Proficiency in Group Savings and Retirement applications and systems (i.e MPS).
- Strong knowledge of Microsoft Office Suite (mainly Word and Excel).
- Capacity to communicate complex concepts in layman's terms to clients and/or auditors.
- Bilingual.
Benefits
- Health insurance
- Dental insurance
- Mental health support
- Vision insurance
- Short
- and long-term disability
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee assistance plans
- Retirement savings plans (including pension)
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid time off (holidays, vacation, personal, sick days)
- Full range of statutory leaves of absence