Hybrid Retirement Advisor – Defined Benefit (DB) Plan Administration Team

Posted 14 hours ago

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About the role

  • Client account manager in retirement plan administration at TELUS Health. Collaborating with a dynamic team and managing projects for improved client satisfaction.

Responsibilities

  • Act as client account manager
  • Participate in organizing and planning annual work related to the administration of pension plans
  • Participate in reviewing work and monitor progress
  • Train and mentor team members
  • Support the team in executing various special projects
  • Develop the budget and monitor its performance
  • Increase client satisfaction by listening to their needs and responding to their requests, as well as those of plan members and trustees
  • Propose improvements to our processes
  • Develop new business relationships and agreements with existing clients, and help grow into new markets with prospective clients.

Requirements

  • Minimum of 7 years of relevant experience
  • Bachelor's degree in mathematics, finance, business administration, actuarial science, or other relevant discipline
  • Strong written and spoken French; bilingualism (French/English) is an asset
  • Proficient in Microsoft Excel

Benefits

  • Flexible working hours
  • Comprehensive benefits program
  • Career opportunities supporting professional development
  • Hybrid work model (office and remote) or fully remote work

Job title

Retirement Advisor – Defined Benefit (DB) Plan Administration Team

Job type

Experience level

SeniorLead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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