Pension Benefits Consultant

at  OPTrust

Pension Benefits Consultant
Department: Member Experience and Pension Operations
Type: 12-Month Contract
Number of Position: 2
Location: Toronto
Posting Date: October 17, 2024
At OPTrust, paying pensions today, preserving pensions for tomorrow is our mission and business.
When you choose OPTrust, you join a team of smart, talented people who fuel our success and have a passion for pensions. Everyone at OPTrust – from London, Toronto, and Sydney – makes a meaningful impact, our environment is fast paced, but we find time to have fun and give back to the community as well. Our strength resides in our team members with different backgrounds and perspectives creating an inclusive and fulfilling place to work for everyone.

What OPTrust Offers You

• Unique culture rooted in our core values – collaboration and teamwork, integrity, respect, flexibility, and excellence and continuous improvement – reflected across the team.
• Dedicated business strategy for inclusion, diversity and equity with multiple, meaningful opportunities to participate.
• Flexible, hybrid work model being implemented to balance the benefits of working from home and the collaborative teamwork experience in the office.
• Optional membership in our world-class defined benefit pension plan.
• A purpose-driven environment, including the opportunity to contribute to OPTrust’s climate change and responsible investing programs.
• Comprehensive benefits package focused on your health and wellness, including dental, vision and extended health benefits after six months of consecutive employment.

If you strive for excellence and continuous improvement, value a collaborative and flexible team culture, and approach everything with integrity and respect, then we invite you to apply to join our team!
About the Role
The Pension Benefits Consultant is a client facing role within our Member Experience and Pension Operations Division providing pension education and guidance to our membership through written communication and handling phone inquiries. The successful candidate is client-service focused working collaboratively across several lines of business to translate member needs into high quality member experience. The incumbent possesses strong organizational, time management skills to assess workload, set and manage priorities in a fast-paced environment and is adaptable to change.

What You’ll Do

• Communicate the benefits of the OPSEU Pension Plan and provide information to members and potential members mostly by telephone and in writing. Ensure understanding so that members can make informed decisions.
• Become knowledgeable in all areas required to provide excellent service to members, including plan provisions, pension legislation, pension entitlements and other benefits of the OPSEU Pension Plan, and annual pension statements.
• Learn to process the full array of pension transactions, and manage a caseload within standard service levels, benchmarks, and timeframes.

What You Bring

• Client service work experience, with effective client service orientation to meet established service levels and communicate with members with sensitivity and tact.
• Effective communication skills to interact with members by phone.
• Effective interpersonal skills to build relationships with members, employers and other OPTrust team members, to explain OPTrust policies and procedures and to resolve issues.
• Ability to prioritize work in a fast-paced environment, generate ideas to improve work procedures and contribute to an environment that fosters growth, development, and innovation.
• Proven organizational skills, flexibility, and initiative to work as an effective team member and independently.
• Effective numeric skills to ensure accuracy in calculations of pension entitlements, payments, and deductions.
• Proficient in the use of Microsoft Office as well as adaptability to learn all in-house systems.
• Analytical skills to resolve discrepancies, able to take appropriate action as required.
• Enrollment in the CEBS program or PPAC is an asset.
• Exemplify OPTrust’s values: collaboration and teamwork, integrity, respect, flexibility, excellence, and continuous improvement.

Please submit your application via Workday by October 31, 2024.
Serving a membership as diverse as ours and investing in a global market means cultivating an environment that embraces inclusion, diversity and equity in everything we do. We know a diversity of backgrounds, cultures and perspectives are critical to creating long-term value. OPTrust is an organization engaged in building on our unique and diverse strengths. If you require an accommodation at any time during the recruitment process, or have preferred pronouns, please send a message to
careers@optrust.com
, or discuss your needs with the Recruitment Consultant during the telephone screen. We will do our best to work with you and provide appropriate accommodation.
We thank all interested applicants, however only those under consideration will be contacted

• Communicate the benefits of the OPSEU Pension Plan and provide information to members and potential members mostly by telephone and in writing. Ensure understanding so that members can make informed decisions.
• Become knowledgeable in all areas required to provide excellent service to members, including plan provisions, pension legislation, pension entitlements and other benefits of the OPSEU Pension Plan, and annual pension statements.
• Learn to process the full array of pension transactions, and manage a caseload within standard service levels, benchmarks, and timeframes