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7/5/2021

Career opportunity

Member Services Specialist, Transfers and Withdrawals

 

Company description

Pioneered in 1939, the Co-operative Superannuation Society (CSS) Pension Plan, located in Saskatoon, Saskatchewan, 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 

We are seeking a motivated and conscientious person to join our team as a Member Services Specialist focusing on serving our members who are making transfer and withdrawals decisions.

Join the CSS Pension Plan and its Member Experience Department as a Member Services Specialist. You will care for our members’ journeys by:

  • Taking responsibility and ownership of pension administration responsibilities focusing on decision points along a member’s journey related to transfers, withdrawals and payments (e.g., decisions to consolidate funds, decisions at termination of employment, death benefit payments, etc.),

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

  • Responding to inquiries on matters related to CSS rules and regulations, member rights and obligations, and regulatory requirements.

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 Member Services Specialist 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

Responsibility for pension administration processes, with a focus on transfers, withdrawals and payments:

  • Explain all Plan requirements for the transaction and guide the member through the completion and submission of appropriate forms.

  • Enter properly completed requests into the Plan’s pension administration system and generate payments, complete required transfer documentation and forward to receiving financial institutions, as necessary.

  • Ensure compliance with policies and procedures, perform quality assurance testing.

  • Responsibility to team and culture.

  • Accountable for supporting an environment and culture of collaboration, learning, and service which respects diversity, encourages all teammates to work together to achieve results and contribute to a healthy, rewarding, and productive working environment where personal and team accountability are key to meeting CSS’ strategic and operational goals.


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.

 Skills and Abilities

  • Excellent customer service and communication skills, including the ability to communicate complex information in a straightforward manner.

  • Superior organization, administrative, and problem-solving skills.

  • Sound knowledge of pension, retirement, and other relevant products and industries.

  • Advanced computer and analytical 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.

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

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


Requirements 

The ideal candidate will have: 

  • Expert knowledge of pension, retirement, and wealth industry and legislation.

  • Excellent member service, communication, relationship-building, and problem-solving skills.

  • Presentation and public speaking skills.

  • 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 and analyze reports and information (e.g., financial and membership).

  • 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 understanding and belief in the values of the co-operative system.

Qualifications

  • Experience with customer service, retirement and wealth services, registered products and transactions,

  • A post-secondary diploma (e.g., Polytech 2-year diploma, University 2 or 3 year certificate) in business administration or office management,

  • Possession of a Pension Plan Administration Certificate (or equivalent), and

  • Five years or more experience with financial transactions or pension or benefit administration.

A combination of equivalent education, training and experience may be considered. Process improvement experience and education considered 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: Manager, Quality Assurance and Administration

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.