Pension Outsourcing Analyst
WTW is a leading retirement consulting firm that specializes in designing and managing retirement plans. The Pension Outsourcing Analyst will provide administration support for defined benefit plans, collaborating with team members and clients to ensure efficient service delivery and compliance with regulations.
Responsibilities
- Perform with guidance from other team members, routine and recurring plan administration tasks for clients’ defined benefit plans (e.g., benefit calculations, annual data updates, preparation of pension benefits statements)
- Work cooperatively with other team members (WTW plan administrators, actuaries) to complete tasks and to ensure unified delivery of services
- Gain a thorough understanding of the plan design (e.g., benefit formulas, options, eligibility)
- Follow and update documentation materials as directed to maintain complete accurate work papers and audit trails
- Learn and use Professional Excellence tools and concepts to ensure efficient and quality output/service delivery
- Serve as a contact with clients’ human resources personnel
- Adhere to plan documents and government regulations in administering plans
- Actively participate in team meetings and training activities
- Be accountable to team members for agreements and commitments
- Maintain complete and accurate case notes
- Complete special projects as needed
Skills
- Bachelor's or Master's degree in mathematics, statistics, finance or any other major with significant quantitative course work, with a strong academic record
- Solid mathematical and analytical skills
- Work experience that demonstrates strong technical and/or client service skills
- Passion for solving problems and sharing solutions to exceed the standards of the client
- Ability to be a self-starter and work independently, but also cooperatively in a close team environment
- Strong written and verbal communication skills and a demonstrated ability to interact with colleagues at all levels
- Excellent Microsoft Office skills, particularly in Excel
- Strong attention to detail
- In office presence: 3 days per week
- Proficiency in English and French, both written and oral
Benefits
- Annual short-term incentive bonus
Company Overview