Job Details
Member Services Specialist, Pension Benefits (5314)

Job Posting

Member Services Specialist, Pension Benefits
Organization:  Co-Operative Superannuation Society (CSS)
Province:  Saskatchewan
Location:  Saskatoon
Job Start Date: 
Salary: 
Description:

Company Description:
Pioneered in 1939, the Co-operative Superannuation Society (CSS) Pension Plan, located in Saskatoon, Saskatchewan, is one of the oldest and largest defined contribution pension plans in Canada. With approximately $5 billion in assets, CSS Pension Plan has grown to serve over 300 employers and 51,300 current and past co-operative and credit union employees across Canada, including more than 8,200 retirees.

Summary:
We are expanding! CSS is seeking a motivated and conscientious person to join our team as a Member Services Specialist focusing on serving our members who are or will soon be receiving retirement income pension and benefits from our defined contribution or defined benefit pension programs.


At the commencement of their position with CSS, the successful candidate will be the Project Lead of a significant project related to our annuity and defined benefit pension administration. In addition to this role, you will care for our members’ journeys by:

  • Taking responsibility and ownership of pension administration responsibilities focusing on decision points along a member’s journey related to retirement income (e.g., variable benefit payments, annuities, pensions, and define benefit pensions).
  • Analyzing detailed financial and membership information to identify opportunities for improvements in the overall member experience and journey with the CSS Pension Plan, and
  • Responding to inquiries on matters related to CSS rules and regulations, member rights and obligations, and regulatory requirements.

The successful candidate will be a technically inclined high performer who thrives in a busy environment, strives to think outside of the box, and can pivot between competing priorities and complex matters. A strong sense of quality member service, belief in empowering others, and understanding of the value of the co-operative system will be positive attributes that you bring to the team. The Member Services Specialist is required to develop an expert understanding of our pension benefit provisions, policies, and procedures.


You will work effectively in a team environment guided by the team-developed “Pillars of Collaboration” which represents the values of “Respect, Commitment and Communications”.

Key Responsibilities:

  • Responsibility for pension administration processes, with a focus on monthly pension and annuity payments, defined benefit payments, and variable benefit payments:
  • Under the supervision and guidance of the Project Manager and Project Sponsor, serve as the Project Lead of the expansion of our annuity and defined benefit pension administration program.
  • Explain all Plan requirements for the establishment of retirement income and guide the member through the completion and submission of appropriate forms along their journey with CSS.
  • Enter properly completed requests into the Plan’s pension administration system and generate income payments.
  • Assist members with transactions that occur during their retirement income years (e.g., death, transactions, inquiries).
  • Ensure compliance with policies and procedures, perform quality assurance testing.
  • Responsibility to team and culture
  • Accountable for supporting an environment and culture of collaboration, learning, and service which respects diversity, encourages all teammates to work together to achieve results and contribute to a healthy, rewarding, and productive working environment where personal and team accountability are key to meeting CSS’ strategic and operational goals.
     

Other responsibilities:

  • Generates and analyzes reports and information from our information systems and identifies opportunities to support and enhance the member experience.
  • Performs user testing for technological assets to ensure operational and strategic needs and goals are met.
  • Assist with projects (e.g., information technology, member experience, member education and member engagement).
  • Develops and maintains knowledge and application of CSS policies and procedures.
  • Develops and maintains knowledge and application of the CSS’ vision, mission, and values.
  • Provides back-up support for the Department and organization as required and carries out other duties as assigned.

To Apply:
Please forward your resume and cover letter (including your salary expectations) to:

CSS Pension Plan
Attn: Manager, Quality Assurance and Administration
Email: [email protected] 


Competition closes: December 1, 2021 (The position may be filled sooner)

We offer a fun, challenging and inclusive work environment, along with a competitive salary and benefits package.

We thank all applicants for their interest. However, only those applicants selected for an interview will be contacted.

Requirements:

Skills and Abilities:

  • Excellent pension administration skills, with annuity and defined benefit pension administration skills.
  • Excellent customer service and communication skills, including the ability to communicate complex information in a straightforward manner.
  • Superior organization, administrative, and problem-solving skills.
  • Superior knowledge of pension, retirement, and other relevant products and industries.
  • Advanced computer and analytical skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, as well as the ability to generate reports and information.
  • Must be flexible and able to manage high work volumes and conflicting priorities to meet deadlines.
  • Self-directed, but recognizes the importance of relationship building within the team and across the organization.

 

Qualifications:

  • Experience with customer service, retirement and wealth services, registered products, and transactions,
  • A post-secondary diploma (e.g., Polytech 2-year diploma, University 2- or 3-year certificate) in business administration or office management,
  • Possession of a Pension Plan Administration Certificate (or equivalent), and
  • Five years or more experience with pension or benefit administration, of which two or more years can be attributed to defined benefit pension administration.

A combination of equivalent education, training and experience may be considered. Process improvement experience and education considered an asset.

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