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6/28/2021

​Career opportunity

Retirement and Pension Associate

 

Company description

Pioneered in 1939, the Co-operative Superannuation Society (CSS) Pension Plan, located in Saskatoon, is one of the oldest and largest defined contribution (DC) pension plans in Canada. With approximately $5 billion in assets, CSS Pension Plan has grown to serve over 300 employers and 51,300 current and past co-operative and credit union employees across Canada, including more than 8,200 retirees.

 

Summary 

Join the CSS Pension Plan and its Member Experience Department as a Retirement and Pension Associate. You will care for our employer and employee members' journeys by:

  • Providing senior administrative leadership and support for our pension and retirement planning professionals.

  • Taking responsibility for a wide range of pension and retirement activities (e.g., from pension and retirement administration to meeting with members to assisting with virtual and in-person educational and engagement events).

  • Analyzing detailed financial and membership information to identify opportunities for improvements in the overall member experience and journey with the CSS Pension Plan.

  • Assisting the Director, Member Experience with regular budget and operational planning needs.

The successful candidate will be a technically inclined high performer who thrives in a busy environment, strives to think outside of the box, and can pivot between competing priorities and complex matters. A strong sense of quality member service, belief in empowering others, and understanding of the value of the co-operative system will be positive attributes that you bring to the team. The Retirement and Pension Associate is required to develop an expert understanding of our pension benefit provisions, policies, and procedures. 

You will work effectively in a team environment guided by the team-developed "Pillars of Collaboration" which represents the values of "Respect, Commitment and Communications".

 

Responsibilities

-          Answers inquiries and provides information through various communication channels regarding CSS Pension Plan provisions.

-          Meets with members on an individual basis to explain the retirement income options they are entitled to; engages the senior pension and retirement planning professionals as appropriate given the member’s needs and objectives.

-          Extracts and gathers the pertinent information needed to 1) determine the member’s eligibility for the various retirement income options and other rights and entitlements; and 2) support our pension and retirement planning services.

-          Supports the pension and retirement planning professionals by 1) ensuring that all required information is provided to and received by members, 2) assisting members with their pension plan inquiries, 3) forwarding complex inquiries to the appropriate professionals or specialists, and 4) preparing, reviewing and submitting complete retirement income application packages to our member account specialists for processing.

-          Establishes a positive mutual relationship between themselves, the pension and retirement planning professionals and the members.

Assists with the development and continuous improvement efforts of our educational and engagement workshops, seminars, and courses.

 Provide and support the delivery of pension and retirement information

  • Answers inquiries and provides information through various communication channels regarding CSS Pension Plan provisions.

  • Meets with members on an individual basis to explain the retirement income options they are entitled to; engages the senior pension and retirement planning professionals as appropriate given the member's needs and objectives.

  • Extracts and gathers the pertinent information needed to 1) determine the member's eligibility for the various retirement income options and other rights and entitlements; and 2) support our pension and retirement planning services.

  • Supports the pension and retirement planning professionals by 1) ensuring that all required information is provided to and received by members, 2) assisting members with their pension plan inquiries, 3) forwarding complex inquiries to the appropriate professionals or specialists, and 4) preparing, reviewing and submitting complete retirement income application packages to our member account specialists for processing.

  • Establishes a positive mutual relationship between themselves, the pension and retirement planning professionals and the members.

  • Assists with the development and continuous improvement efforts of our educational and engagement workshops, seminars, and courses.


Other responsibilities

  • Generates and analyzes reports and information from our information systems and identifies opportunities to support and enhance the member experience.

  • Performs user testing for technological assets to ensure operational and strategic needs and goals are met.

  • Assist with projects (e.g., information technology, member experience, member education and member engagement).

  • Develops and maintains knowledge and application of CSS policies and procedures.

  • Develops and maintains knowledge and application of the CSS' vision, mission and values.

  • Provides back-up support for the Department and organization as required and carries out other duties as assigned.

 

Requirements

  • Sound knowledge of pension and other relevant legislation.

  • Excellent computer skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, as well as the ability to generate reports and information.

  • Strong analytical skills including the ability to analyze information (e.g., financial and membership data).

  • Excellent organizational, administrative, and problem-solving skills.

  • Must be flexible and able to manage high work volume and conflicting priorities to meet deadlines.

  • Self-directed, but recognizes the importance of relationship building within the team and across the organization.

  • Strong desire to learn and grow in the pension and retirement industry.


Qualifications

  • Previous experience with customer service, information systems, and data analysis,

  • A post-secondary degree or diploma in business administration or commence, and

  • Two or more years of experience in a financial, wealth, retirement services or a relevant role.

A combination of equivalent education, training and experience will be considered. A Pension Plan Administration Certificate (PPAC) and/or the Certified Employee Benefit Specialist (CEBS) designation is an asset. On the path to earning the Certified Financial Planner® designation is an asset.


This will be a full-time, permanent position that offers a competitive salary and benefits.

For more information about the CSS Pension Plan, please visit the Plan's website at www.csspen.com.  

 

Application information 

Please email your resume and a cover letter, including salary expectations, to: 

CSS Pension Plan

Attn: Director, Member Experience

hr@csspen.com

We thank all applicants for their interest. Only those selected for an interview will be contacted. Competition closes July 23, 2021; however the position may be filled sooner.