Diligent Pension Administrative with Comprehensive Knowledge of Pension plans and implementation and tracking of such plans. Adept at interrupting financial and technical information related to pension planning administration and distribution. Focuses on pension management and account setup procedures.
· Responsible for the administration of the pension arrangements, as deemed appropriate by the Pension Manager.
· Performs, or provides peer review for, pension calculations and production of benefits statements, ensuring delivery to members/beneficiaries on an accurate and timely basis following employment termination (incl. death) or to support retirement.
· Coordinate the collection of pension option decisions on a timely basis, manage follow up activities to enforce deadlines communicated to members; communicate decisions to other HR teams as required (e.g. coding post-retirement benefits on the HR system)
· Coordinate the necessary internal approvals following member elections confirmation (or default status) and ensure timely delivery of directions to the custodian for payment; ensure maintenance of pension and lump sum payment summary monthly and resolve/escalate any issues.
· Perform monthly reconciliations of pension and lump sum payments.
· Organizes and maintains a case management tracking system to enable real time oversight for the Manager, Pension Services; specifically highlights/escalates key issues to mitigate risks
· In collaboration with the Pension Analyst, conduct ongoing validation of data within the pension system, to enable accurate preparation of benefit calculations and statements; assist with ensuring member data integrity sent to the Actuary for valuation purposes.
· Supervised individual pension plans and communicated with clients
· Enter, verify and maintain accurate Plan member and pensioner records within appropriate database
· Provided details of available retirement plans to perspective clients
Identify pension process improvement initiatives, suggest solutions to Manager, Pension Services and assist with implementing changes, where feasible
F Enrolled in Supply Management Training course at Supply Chain Management Canada.
F Customer Services Essentials training from Sask Polytech, Regina in 2023.
F Certified in CIFFA (Canadian International Freight Forwarding Association), Module 1 & 2.
F Certification in Logistic Specialist (LS).
F Post-Graduation in International Business Management from George Brown College, Toronto in 2011.
F Bachelor of Commerce from DAV (PG) College, Dehradun, India in 2008 (Academic evaluated by WES)
F Intermediate from Raja Ram Mohan Roy Cambridge School, Dehradun, India in 2005.
F High School from All Saints Convent School, India in 2003.