Full-Time

Pension Plan Specialist

Confirmed live in the last 24 hours

Sun Life

Sun Life

10,001+ employees

Provides life, health insurance, and financial services

Financial Services

Compensation Overview

$56k - $93kAnnually

Senior

Montreal, QC, Canada

Requires 2 days a week in-office presence.

Category
Inventory Management
Production Planning & Scheduling
Procurement & Sourcing
Quality Control & Compliance
Supply Chain Management
Transportation & Distribution
Warehouse Operations
Operations & Logistics
Required Skills
Data Analysis
Excel/Numbers/Sheets
Requirements
  • University degree in actuarial science or related field of study
  • Minimum of 5 years of experience in Defined Benefits or Group Retirement Services
  • Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
  • Expertise in working with large volume of data in Microsoft Excel
  • Excellent customer service skills
  • Analytical and problem solving skills
  • Organizational skills and ability to prioritize in order to achieve tight delivery dates
  • Ability to work in a team environment with minimum supervision
Responsibilities
  • Review and analyse quotes, plan rules and data to ensure that information is complete and accurate.
  • Manage all aspect of the data upload to the source system to on board all plan members.
  • Work with internal partners to issue welcome packages to all plan members.
  • Document plan rules and other information needed for proper plan administration on a day-to-day basis.
  • Act as Subject Matter Expert on the administration of Defined benefit plans
  • Provide support to the Payout Annuity Team on plan rules and other complex matters.
  • Take part in the various quality control and audit processes.
  • Support the knowledge management duties related to deferred annuities

Sun Life offers a variety of financial services, including life insurance, health insurance, financial planning, and investment solutions. Their products are designed to help individuals, businesses, and institutions achieve financial security and improve their overall well-being. Sun Life operates in multiple regions, including Canada, the United States, Asia, and Europe, which allows them to serve a diverse client base. The company generates revenue through insurance premiums, fees for financial planning services, and returns from investment products. A key aspect that sets Sun Life apart from its competitors is its commitment to sustainability, with a goal of reaching net zero emissions by 2050.

Company Stage

IPO

Total Funding

N/A

Headquarters

null, null

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Sun Life's consistent recognition as a Top Workplace indicates a positive work environment and strong employee satisfaction.
  • The company's strategic appointments, such as Maya Beri as CIO and Randy Lianggara as president of emerging markets in Asia, suggest a focus on leadership and growth in key regions.
  • Sun Life's philanthropic efforts, including significant donations and grants, reflect a strong commitment to community support and corporate social responsibility.

What critics are saying

  • The competitive landscape in global financial services requires Sun Life to continuously innovate to maintain its market position.
  • Economic fluctuations and regulatory changes in diverse markets could impact Sun Life's financial performance and strategic initiatives.

What makes Sun Life unique

  • Sun Life's commitment to sustainability, aiming for net zero emissions by 2050, sets it apart in the financial services industry.
  • The company's diverse product offerings, including life and health insurance, financial planning, and investment solutions, cater to a wide range of clients globally, unlike competitors with narrower focuses.
  • Sun Life's innovative technology, recognized by awards like the HKB Technology Excellence Awards, enhances client engagement and service delivery.

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