Job Information
WTW Pension Outsourcing Senior Associate in Montreal, Quebec
WTW Retirement consultants have deep experience working with organizations of all types and sizes. We’ve worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and communicating all types of retirement plans.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
As a Pension Outsourcing Senior Associate, you will perform a wide variety of recurring defined benefit plan administration services for clients, contribute to special projects, and provide ad hoc client support services. You will serve as the day-to-day project manager, contributing to client management and special projects, while also mentoring less experienced associates.
You will have the opportunity to:
Serve as primary, daily contact to clients on delivery of services
Respond to and resolve complex issues, including those escalated clients and colleagues
Review work and deliverables of analysts
Raise issues as appropriate to directors
Enhance your expertise in retirement plan design and administration
Be on a career path with growth and advancement
Employ the most cutting-edge tools and resources and work with top talent in the industry
Prepare moderately complex benefit calculations and trust instructions
Collect, manipulate, reconcile, and review participant data – identifying and resolving issues as they arise
Resolve more complex plan provision questions and issues surfaced by less experienced analysts
Follow and update documentation materials as directed
Employ WTW's Professional Excellence tools and concepts to ensure efficient and quality output/service delivery
Adhere to plan documents and government regulations in administering plans
Manage and coach team to ensure progress against established budgets, timelines and quality standards
Deliver on projects to meet or exceed client expectations
Increase efficiency within client teams by identifying ways to improve processes
Develop and train less experienced associates
The Requirements
Minimum of 10 years defined benefit plan administration and manual calculation experience required
Bachelor’s or Master’s degree in mathematics, statistics, finance or any other major with significant quantitative course work; with a strong academic record
Strong knowledge of the fundamentals of defined benefit plan design
Strong analytical and problem-solving skills
Solid expertise in Microsoft Excel and Word
Strong attention to detail
Professional, client-focused approach to colleagues and assignments
Seeks out experiences that may change perspective or provide an opportunity to learn new things
Ability to organize, set priorities, work independently and complete multiple projects within established deadlines
Strong oral and written communication skills in French and English
Equal Opportunity Employer