University of Victoria is Looking For Pension Entitlements Clerk at Victoria, BC Full Time

Additional Posting Information:
N/A

Salary posted will be pro-rated based on FTE

Classification

Clerk/PB10

Hours of Work

Monday to Friday; 8:30 am – 4:30 pm

Employee Group:
CUPE 951 – Regular

# of Hires Needed

1

Category

Financial Services

About this Opportunity

The University of Victoria is one of Victoria’s largest employers and one of Canada’s best diversity employers. Together we are more than 5,000 dedicated faculty, librarians and staff supporting the University of Victoria’s diverse academic programs, world-class research and commitment to civic engagement.

Job Summary

Pension Services administers the University of Victoria Combination Pension Plan, Money Purchase Pension Plan, Staff Pension Plan, and Supplemental Benefit Arrangement, and provides support to the plans’ governing bodies. The member services team provides pension information and communications to plan members, and ensures regulatory compliance in the administration of the plans.

The Pension Entitlements Clerk is a highly motivated individual who, as part of a team, is able to apply complex and varied rules in order to accurately calculate a variety of pension benefits. The position determines eligibility for retirement, termination and survivor benefits; calculates benefit entitlements; communicates the various options both verbally and in writing; and assists members in completing benefit selection forms.

The position also responds to telephone and email inquiries, and assists in the development of pension seminars and other communications regarding the pension plans. In addition, the position provides administrative support as needed such as attending to clients at the front counter, updating databases, and assisting with annual statement packages for members and pensioners.

Job Requirements

Skills:
A strong ability to reconcile data, organize workloads and meet deadlines, adapt to changes, and accurately attend to details.

A strong ability to communicate, both verbally and in writing, with diplomacy and professionalism in all interactions, and with appreciation and patience for varying levels of pension knowledge.

Strong analytical skills coupled with the ability to interpret plan provisions and legislation in order to perform detailed calculations quickly and accurately and exercise judgment in non-routine cases.

Ability to exercise judgment and interpret the plan documents and governing legislation for complex cases (e.g., Pension Benefits Standards Act (BC), relevant sections of the Income Tax Act (Canada), the Family Law Act (BC)).

Ability to work in a team environment and maintain effective working relationships with members of the department, the University and the financial industry.

Excellent computer skills in order to be able to work with a variety of applications including spreadsheets, word processing applications and databases.

Ability to consistently manage and meet deadlines under a heavy workload while operating with a general degree of independence.

Familiarity with the financial markets and other factors that impact pensions is an asset.

Ability to work overtime during peak periods.

Specialized Knowledge/Education:
Expertise with pension-related benefits gained in a pension or insurance role or in a human resources role with significant exposure to pensions or insurance. Experience performing complex pension benefits calculations (preferably under both defined benefit and defined contribution pension plans) is preferred.

Preference given to candidates who have completed business administration and/or pension administration courses.

Completion of Basic Pension Administration course or willingness to complete within 2 year of position commencement.

Experience:
Five years’ office experience, preferably in a financial environment or an equivalent combination of education training and experience.

Territory acknowledgement

We acknowledge and respect the lək̓ʷəŋən peoples on whose traditional territory the university stands and the Songhees, Esquimalt and W̱SÁNEĆ peoples whose historical relationships with the land continue to this day.

Equity and Diversity Statement

UVic is committed to upholding the values of equity, diversity, and inclusion in our living, learning and work environments. In pursuit of our values, we seek members who will work respectfully and constructively with differences and across levels of power. We actively encourage applications from members of groups experiencing barriers to equity.

Read our full equity statement here: www.uvic.ca/equitystatement.

Accessibility Statement

If you anticipate needing accommodations for any part of the application and hiring process contact: [email protected] Any personal information provided will be maintained in confidence.