Pension Technician providing essential administrative services related to defined benefit pension plans. Delivering professional service and handling member inquiries with precision and care.
Responsibilities
Process member updates (address, name, language changes) and track cases through Tasknet
Handle tax-related updates, including TD1 forms, T4A and RL-V2 mailings, aligned with payroll cycles
Respond to tax inquiries and send reach-out letters for missing information
Manage BMOI and personal mail inboxes; assign mailings to C'Ops and draft correspondence
Input client information into internal databases and maintain accurate records
Examine documents and case files; respond to member and client inquiries
Provide support and training to Call Centre staff
Prepare monthly and quarterly reports
Perform other related tasks as assigned
Requirements
College diploma in office administration or equivalent
Excellent verbal and written communication skills
Strong customer service and team collaboration abilities
Proficiency in Microsoft Excel and Office suite
Proven attention to detail, organizational, and analytical skills
Ability to work independently and manage multiple priorities
Experience in pension plan administration (asset)
Benefits
Flexible work arrangements – hybrid (office and remote) or fully remote options
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