Job Description
We are seeking Pension Compliance & Client Outreach Officers to join our BPA team in Mississauga, ON.
The Pension Compliance & Client Outreach Officer works in a team environment and assists with ensuring that the regulatory governance aspects of the all pension plans administered by BPA and are complied with. They help to ensure the various governance rules are followed in accordance with all Plan provisions and established internal protocols.
The Pension Compliance & Client Outreach Officer will:
Be responsible for ensuring that BPA records are updated with the most recent client information and ensures that the highest level of data accuracy is maintained.
Help to support ongoing compliance initiatives such as missing member locater projects, pensioner audits, and works closely with pension administration managers to ensure escalations are centralized and tracked.
Be the single and first point of contact to members on special projects, and participates in regular client outreach campaigns to members.
Work with pension administration managers to monitor & document risk.
Provide call support to pension administration teams as needed.
Participate in client survey campaigns for client service delivery and VoC data collection.
Support operational leaders to research issues related to regulatory governance, and participate in the development and implementation of policies and procedures related to pension governance and regulations.
Investigate and prepare draft letters in reply to queries from members.
Prepare option or authorization packages for death, disability, retirement, termination, and marriage breakdown in accordance with specific Plan provisions, government legislation requirements, and current service standards, as required.
Maintain up-to-date records of both paper and electronic of all transactions processed.
Investigate and respond to member inquiries.
Determine entitlements on death, retirement, and terminations in accordance with specific Plan provisions, government legislation requirements, and current service standards.
Authorize payment of benefit entitlements and plan expenses from Custodian, as part of any missing member searches.
Participate in other duties and projects, as assigned.
To be successful as a Pension Compliance & Client Outreach Officer with BPA, you will need:
Completion of Post Secondary Education or equivalent professional experience.
Strong mathematical and analytical abilities.
Intermediate MS Excel skills (formatting, build/interpret pension calculators, data analysis functions).
Intermediate MS Word skills (formatting, word merge and conditional wording).
Displays a positive attitude with a focus on teamwork; enjoys collaboration and contributes to a supportive work environment.
Excellent and proven organization skills.
Delivers excellent customer service through responsiveness, professionalism, and effective problem-solving.
Adaptability and flexibility in changing work environments and tasks.
Excellent attention to detail.
To maintain confidentiality and handle sensitive member information in accordance with privacy regulations.
Strong communication skills, written and oral.
Excellent work ethic and accountability.
All-star candidates will have:
Bilingual: English & French (Written & Spoken) is considered an asset.
Previous related work experience within pension administration.
What's in it for you:
Learn by working alongside our experts
Extended health care and dental benefits
A retirement savings plan with company contributions
A suite of Health & Wellness offerings
Mental Health programs and support for you and your family
Assistance for the completion of industry designations
Competitive compensation
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
About BPA:
BPA is a division of People Corporation and has served members and beneficiaries in their local communities since 1+58. BPA is dedicated to providing a superior benefits experience to our members, businesses, and trusts in the local communities in which they live and operate.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com
The Pension Compliance & Client Outreach Officer works in a team environment and assists with ensuring that the regulatory governance aspects of the all pension plans administered by BPA and are complied with. They help to ensure the various governance rules are followed in accordance with all Plan provisions and established internal protocols.
The Pension Compliance & Client Outreach Officer will:
Be responsible for ensuring that BPA records are updated with the most recent client information and ensures that the highest level of data accuracy is maintained.
Help to support ongoing compliance initiatives such as missing member locater projects, pensioner audits, and works closely with pension administration managers to ensure escalations are centralized and tracked.
Be the single and first point of contact to members on special projects, and participates in regular client outreach campaigns to members.
Work with pension administration managers to monitor & document risk.
Provide call support to pension administration teams as needed.
Participate in client survey campaigns for client service delivery and VoC data collection.
Support operational leaders to research issues related to regulatory governance, and participate in the development and implementation of policies and procedures related to pension governance and regulations.
Investigate and prepare draft letters in reply to queries from members.
Prepare option or authorization packages for death, disability, retirement, termination, and marriage breakdown in accordance with specific Plan provisions, government legislation requirements, and current service standards, as required.
Maintain up-to-date records of both paper and electronic of all transactions processed.
Investigate and respond to member inquiries.
Determine entitlements on death, retirement, and terminations in accordance with specific Plan provisions, government legislation requirements, and current service standards.
Authorize payment of benefit entitlements and plan expenses from Custodian, as part of any missing member searches.
Participate in other duties and projects, as assigned.
To be successful as a Pension Compliance & Client Outreach Officer with BPA, you will need:
Completion of Post Secondary Education or equivalent professional experience.
Strong mathematical and analytical abilities.
Intermediate MS Excel skills (formatting, build/interpret pension calculators, data analysis functions).
Intermediate MS Word skills (formatting, word merge and conditional wording).
Displays a positive attitude with a focus on teamwork; enjoys collaboration and contributes to a supportive work environment.
Excellent and proven organization skills.
Delivers excellent customer service through responsiveness, professionalism, and effective problem-solving.
Adaptability and flexibility in changing work environments and tasks.
Excellent attention to detail.
To maintain confidentiality and handle sensitive member information in accordance with privacy regulations.
Strong communication skills, written and oral.
Excellent work ethic and accountability.
All-star candidates will have:
Bilingual: English & French (Written & Spoken) is considered an asset.
Previous related work experience within pension administration.
What's in it for you:
Learn by working alongside our experts
Extended health care and dental benefits
A retirement savings plan with company contributions
A suite of Health & Wellness offerings
Mental Health programs and support for you and your family
Assistance for the completion of industry designations
Competitive compensation
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
About BPA:
BPA is a division of People Corporation and has served members and beneficiaries in their local communities since 1+58. BPA is dedicated to providing a superior benefits experience to our members, businesses, and trusts in the local communities in which they live and operate.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com
💡 Quick Summary
Seeking a career-building opportunity? The Pension Compliance & Client Outreach Officer position is now open for candidates interested in the Legal Jobs sector. This role in Mississauga offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Legal Jobs is a plus.
