Pension Administrator

Industry
Administration
Location
Nova Scotia
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Reference # JG-16208

 

Meridia Recruitment Solutions has partnered with BF&M, a leading insurance provider with operations in Bermuda, Halifax and across the Caribbean, to recruit for their Pension Administrator in Halifax, Nova Scotia.

Founded in 1903, BF&M takes great pride in helping their customers protect what matters most, as well as giving back to the communities in which they work. BF&M is comprised of several companies selling health, life, pension, property and casualty insurance products.  

Role Description:

 

Reporting to the Pensions Operations Manager, this position is responsible for providing effective and efficient administration of group pension plans.

 

Your responsibilities will include:

  • Enroll new members in plans
  • Process any plan or member changes
  • Process employer and member remittances
  • Balance receipts with contribution breakdowns
  • Process policy terminations, fund transfers and withdrawals
  • Archive all related documents
  • Process AML and FATCA related documentation for all necessary transactions
  • Ensure all forms received are complete and accurate before entered into the system
  • Assist Customer Care team with responding to client queries in a timely and professional manner, including:
    • Member Statements
    • Analysis of financial data from system (e.g. investment returns, outstanding contributions);
    • Analysis of surplus accounts;
    • Explanation of investment returns and member statements;
    • Explanation of internal process and turnaround times;
    • Explanation of Pension Act rules and how they apply to the client
  • Complete all transactions within stated service level standards
  • Utilize Ticketing system to track workflow
  • Collect, review, and process AML/FATCA documents
  • Keep the transaction log up to date for all pending transactions
  • Assist with any special projects as requested
  • Assist team to cover for holidays or other leaves

Your Qualifications:

  • Post-secondary education with a major in Business preferred, or the equivalent knowledge gained through a combination of education and experience
  • 2-3 years’ experience in a similar role, such as in financial services, mutual fund administration, or insurance is an asset, however recent graduates will be considered
  • Knowledge of AML and/or FATCA would be considered an asset
  • Intermediate proficiency in Microsoft Word and Excel
  • Excellent verbal and written communication skills, with the ability to handle confidential issues
  • Good analytical skills and attention to detail across multiple systems
  • Client-centric service philosophy with a strong focus on quality
  • Be team oriented and collaborative
  • Excellent organizational skills, with the ability to effectively prioritize tasks and manage time during peak volume periods in a fast-paced environment

Who we are:

At BF&M, great talent is at the core of our success across all jurisdictions in which we operate. Key programs are dedicated to appreciating and developing our people through training resources, performance reviews, bonus awards, sports and social events and various opportunities to share knowledge with colleagues from around the world. We strive to be an equal opportunity employer that is committed to diversity and inclusion in the workplace. We offer flexible working arrangements with a hybrid model of working in the office and at home.

 

To express interest in this opportunity, please click on the "Apply Now" button below.

For more information contact Brooke Ireland, Senior Consultant at 902-421-1214.   If you require accommodation to participate in the recruitment process, please let Brooke know.

 

Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.

To learn more about Meridia Recruitment Solutions, our job opportunities, and career advice we invite you to explore our site and subscribe for career alerts.

 

 

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