18-62 Plan Board Specialist, MSRP, JPP (4961)

Job Posting

18-62 Plan Board Specialist, MSRP, JPP
Organization:  Alberta Pensions Services Coporation
Province:  Alberta
Location:  Edmonton

Competition:     18-62, Plan Board Specialist, MSRP and JPP
Location:           5103 Windermere Blvd, APS Headquarters
Position Type:   Full-time, Permanent (Union) INTERNAL/EXTERNAL Posting
Classification:   Technical Professional III
Salary Range:    $70,195.00 – $84,711.00
Hours of Work:  7.25 hours per day, (36.25 hours per week)
Closing Date:     Open until suitable candidate is found

Reporting to the Plan Board Manager (PBM), Management Employees Pension Board (MEP Board), the Management Supplementary Retirement Plan Committee (MSRP), and the Judges Pension Plan Advisory and Investment Committees (JPP AC and IC); thereafter, called “the Committees”. The MSRP and JPP, are public sector pension plan Committees, functioning in a complex and sensitive environment, reporting to the President of Treasury Committee and Minister of Finance, or Deputy Minister of Finance.

The Plan Board Specialist (Specialist) carries out a wide variety of complex, highly confidential and sensitive, specialized duties to support the Committees mandated and fiduciary responsibilities. This position’s responsibilities include, but are not limited to, identifying trends and emerging issues that may impact the Committees, meeting preparation, research, development of work products, monitoring and assessing Committee business, reporting, implementation of actions and the Committees’ strategic plan. Under the direction of the PBM or Plan Board Director (PBD), this position prepares draft briefings, agendas, minutes and correspondence, financial reporting and contractual obligations, as well as completing research duties. This position plays a key role in Committee specific business solutions and overall business functions for the PBM and PBD and the Committees. 

To be successful in this position, the Specialist must be well educated, have strong research abilities and be informed on the topics of pension plans such as plan design, plan funding and investments, governance, communications, risk assessment and mitigation, actuarial reporting, etc. The Specialist must also hold a high level of integrity, ethical standards and be strategically focused. These aspects and characteristics, together with a tactical, proactive approach at all times, are required to successfully complete the many objectives and tasks assigned to the role. This position requires working independently and as a team. The position demands a full understanding of the Committees’ strategic priorities, its business plan and the actions required to support its objectives and outcomes.



Develop working relationships with stakeholders and service providers.

  • Builds and maintains strong and effective relationships and acts as a key contact on Committee related issues with stakeholders.
  • Builds and maintains relationships within Alberta Pensions Services Corporation (APS); Alberta Investment Management Corporation (AIMCo), and with senior representatives of service/supplier organizations, government representatives and senior Ministry officials, and external advisors and consultants.

Assist the PBM and PBD, in managing the Board’s short and long term plans; ensuring that timelines are met and the Committee’s business is done professionally and proactively.

  • Reviews business and operating plans, ensuring all strategic, risk oversight, accountability documents and statutory obligations are incorporated and monitored.
  • Identification, planning, co-ordination, and implementation of activities related to the Committee’s business plan.
  • Proactively identifies issues to be addressed at Committee meetings.
  • Ensures accurate minutes of meetings are recorded and action lists prepared and kept up to date.
  • Prepares Committee documentation, including draft correspondence for implementation of Committee decisions and policies for consultation with the PBM and PBD.

Management of Committee governance processes.

  • Coordinates all communications pertaining to the Committees, to ensure that they are accurate, timely, and professionally presented.
  • Provides strategic recommendations and advice to the PBM and PBD, on policies, practices and procedures to support an effective governance and committee structure and recommends changes if required.
  • Completes research and makes strategic recommendations for the PBM and PBD consideration, on policies and business operations.
  • Ensures Committee decisions align with the existing Committee policies.
  • Aligns jurisdictional information for the Committees according to pension legislation or other governing documents including precedents to support the overall context of the Committees’ decision-making.
  • Assists with preparing various competitive bidding documents (RFX) for approval, and is aware of all aspects of the public procurement process, including fair evaluation of proposals and proponents.
  • Ensures that all documentation for the RFX are managed and stored in accordance with legislation and policies.
  • Coordination with APS to complete contracting requirements
  • Conducts quality assurance reviews on all reports and materials to the Committees, including correspondence, and on procedural matters (such as election of Chair and ViceChair, committee terms of reference, calendar of events, Committee meeting dates, conflict of interest requirements, committee membership).
  • Contributes to the evaluation and review of the performance of service/supplier providers and external advisors.

Monitoring of the Committees annual budget processes to ensure the Committees remains on track and within the budget.  

  • Preparation of monthly and quarterly budget reviews to ensure that they are accurate and complete. Prepares reporting for consultation with the PBM and approval by the PBD.
  • Ensures that invoices and expenses are accurately processed and tracked before being provided to the PBM or PBD for review and approval.

Provides accurate information relative to the Committees’ fiduciary responsibilities.

  • Completes research and analysis, when required, and makes recommendations and advice to the PBM and PBD on a wide range of topics including pension and investments.
  • Reviews and assesses detailed reports that pertain to the Plan and prepares draft briefings for the PBM and PBD.
  • Ensures Committee members are informed of upcoming industry seminars and conferences and oversees the enrolment.
  • Keeps abreast of pension industry literature and relevant orders-in-council and ensures distribution of relevant information to the Committees and records management.
  • Ensures decisions and Committee outcomes comply with legal and regulatory requirements.
  • Ensures the Committees is informed of changes to legislation and/or compliance reporting.

Work with the PBM and PBD, MEP Board staff and service/supplier organizations and external advisors to conduct or coordinate reviews of emerging policy issues affecting legislation, plan design, plan administration and plan investments.

  • Proactively identifies issues to the PBM or PBD, requiring independent advice and recommending engagement of the appropriate legal, administrative, policy, actuarial, investment, and financial advice to assist the Committees in meeting its responsibilities.
  • Provides information to Committee’s service/supplier organizations and external advisors with respect to the Committees’ requirements.
  • Assists MEP Board professional and technical staff, to develop and ensure that correspondence, briefings/,reporting and presentations are accurate and comprehensive, taking into account the Committees’ information requirements and current legislation and industry trends.
  • Ensures high standards of clarity and thoroughness of information materials are maintained.

Maintaining office and business processes

  • Maintains Committee records within the management system in place, which documents Committee meetings and all responsibilities.
  • Maintains the Committees document library that facilitates the historical and current operations of the Plan.
  • Responsible for maintaining a records storage and retrieval system for Committee agendas, briefings, minutes, legislative and educational material and all correspondence, ensuring compliance with FOIP and provincial legislation.
  • Ensures all incoming and outgoing correspondence/documentation with respect to Committee business is adequately recorded, filed and responded to.
  • Ensures that all Committee agendas, minutes and other documentation are maintained within the established distribution system for Committee agendas, minutes and other documentation.
  • Develop annual, quarterly and monthly operations budget reports, for consultation with the PBM or PBD.
  • Ensures that expense claims are accurate and processed in accordance with policies. Responsible for all meeting logistics and catering for SRP, JPP AC, and JPP IC.
  • Provides assistance and coverage for the MEP Board Specialist and coverage during absences, when required.


  • Experience in Governance practices, including minutes and meeting preparation.
  • Strong knowledge and understanding of legislation and related statutes that govern pensions (Public Sector Pension Plans Act, Employment Pension Plans Act, and Income Tax Act).

Skills and Abilities:

  • Advanced research skills with an understanding of how to gather data, analyze information, and form conclusions to address current and future needs.
  • Ability to summarize and paraphrase complex issues.
  • Ability to classify and organize information into presentation materials.
  • Committed to, and ability to, learn complex topics such as pension funding and investments in an ever changing environment.
  • Strong client service skills.
  • Excellent time management skills.
  • Strong organizational, planning and project management.
  • Excellent communication skills: verbal, written and presentation.
  • Effective interpersonal skills – must be able to work with diverse groups of people, and a small busy and effective team.
  • Ability to be flexible to many changes and demands of the PBM, PBD and Committee.
  • Ability to adapt to various personalities and levels of structure.
  • A customer-service orientation and ability to work cooperatively with a broad range of individuals, and to act with tact and diplomacy at all times.
  • Ability to operate within a complex governance and public sector structure, including hierarchy.
  • Ability to work as part of a small team with a diverse Committee in a fast-paced, stressful, changing, and uncertain environment.
  • Strong understanding of, and the ability to adhere to a solid Confidentiality policy;
  • Adhering to a strong and professional and Ethical Code of Conduct, and Charter of Culture.


  • University degree and 2 to 4 years directly related experience; or,
  • Diploma or Certificate in Business Administration or Business Management with 7-10 years of related experience;
  • Committee or Board support experience;
  • Experience in a public sector or pension plan environment; and
  • Experience and knowledge of pension administration, actuarial and financial principles, investments, a general understanding of government regulations and pension legislation.
  • Knowledge of Administrative Justice or Board appeals is an asset.
  • Strong relationship skills with colleagues, consultants, and service providers.

Leadership, Management, Supervisory, Advisory & Team Responsibility: 

  • Act as a key contact for the Committees, Committee staff, stakeholders, pension partners, and internal and external consultants.
  • Responsible for adhering to a strong Ethical Code of Conduct, Charter of Expectations and Team Charter.
  • Provide the Committee support with policies, processes and procedures.
  • Identify and leverage the expertise within APS, Government of Alberta, AIMCo and the Committees’ independent external consultants for the Pan Committees.
  • Provide coverage for the Plan Board Specialist for the MEPB, during absences, as needed.

The successful candidate will belong to the Alberta Union of Provincial Employees Local 118/013 and will be employed by Alberta Pensions Services Corporation (APS) to provide services to the Board.  Employment will be subject to a collective agreement, APS policies, and Board specific polices and Codes. APS will administer employee benefits, payroll and employment policies. APS offers a comprehensive and flexible benefit package. For more information visit: https://www.apsc.ca/careers/compensation.jsp

How to Apply:

If you are interested in this position, please submit your resume to Human Resources at recruitment@apsc.ca
Each submission needs to clearly indicate the competition number of the position you are applying for and include a cover letter with two writing samples showing a range of your writing skills. 


Please Note: Applicants may be asked to perform a writing test as part of the interview process. The successful candidate(s) will be required to undergo a security screening as a condition of employment.  

Thank you for your interest in Alberta Pensions Services Corporation. Only those candidates selected for interviews will be contacted.