Pension Outsourcing Senior Associate

Description

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

As a Pension Outsourcing Senior Associate, you will perform a wide variety of recurring defined benefit plan administration services for clients, contribute to special projects, and provide ad hoc client support services. You will serve as the day-to-day project manager, contributing to client management and special projects, while also mentoring less experienced associates.

You Will Have The Opportunity To

• Serve as primary, daily contact to clients on delivery of services
• Respond to and resolve complex issues, including those escalated clients and colleagues
• Review work and deliverables of analysts
• Raise issues as appropriate to directors
• Enhance your expertise in retirement plan design and administration
• Be on a career path with growth and advancement
• Employ the most cutting-edge tools and resources and work with top talent in the industry
• Prepare moderately complex benefit calculations and trust instructions
• Collect, manipulate, reconcile, and review participant data – identifying and resolving issues as they arise
• Resolve more complex plan provision questions and issues surfaced by less experienced analysts
• Follow and update documentation materials as directed
• Employ WTW's Professional Excellence tools and concepts to ensure efficient and quality output/service delivery
• Adhere to plan documents and government regulations in administering plans
• Manage and coach team to ensure progress against established budgets, timelines and quality standards
• Deliver on projects to meet or exceed client expectations
• Increase efficiency within client teams by identifying ways to improve processes
• Develop and train less experienced associates
  
  

This role is hybrid with regular attendance to the office (expected 3 days per week).

Qualifications

The Requirements

• Minimum of 10 years defined benefit plan administration and manual calculation experience required
• Bachelor’s or Master’s degree in mathematics, statistics, finance or any other major with significant quantitative course work; with a strong academic record
• Strong knowledge of the fundamentals of defined benefit plan design
• Strong analytical and problem-solving skills
• Solid expertise in Microsoft Excel and Word
• Strong attention to detail
• Professional, client-focused approach to colleagues and assignments
• Seeks out experiences that may change perspective or provide an opportunity to learn new things
• Ability to organize, set priorities, work independently and complete multiple projects within established deadlines
  
  

IF NOT QUEBEC

• Strong oral and written communication skills in English
  
  

IF QUEBEC

• Strong oral and written communication skills in French and English
  
  

Equal Opportunity Employer