Defined Benefit Specialist
Sun Life
Montreal, Quebec
11d ago

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Job Description :

Defined Benefit Specialist GRS Payout Annuity Services

Job description

The Group Pension Annuity Service, located in Montreal, provides services related to defined benefit plans. The team offers its services to three main partners : annuitants, plan sponsors and plan consultants.

We are looking for an experienced and competent person who wants to work in a dynamic and stimulating environment. The Defined Benefit Specialist will be primarily responsible for the day-

to-day administration of deferred annuities.

  • Attention to details
  • Proven analytical skills related to contractual provisions and associated data
  • Strong organizational skills and ability to prioritize in order to achieve tight delivery dates
  • Knowledge of Defined Benefit and Pension legislation
  • Excellent written and verbal communication skills in English and French
  • Effective problem solving and issue resolution skills
  • Strong team player with the ability to work autonomously
  • Extensive knowledge of Microsoft Excel and Microsoft Work
  • Qualifications

  • University degree in actuarial science or related field of study
  • Experience in defined benefit plan administration
  • Responsibilities

  • Provide information and explanation to annuitants about deferred annuity entitlements.
  • Perform calculations and determinations required to prepare and send retirement packages
  • Configure the system based on annuitant’s election to issue payments
  • Prepare annuity certificates and welcome letters to retiring deferred annuitants.
  • Participate in the process of setting up new defined benefit plan contracts, mainly with respect to deferred annuities
  • Contribute to develop and improve business processes and procedures
  • Take part in the various quality control and audit processes.
  • Support the knowledge management duties related to deferred annuities
  • Other duties related to the Annuity Service’s operations
  • Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-

    mail a request to thebrightside

    We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

    Job Category : Customer Service / Operations

    Posting End Date : 27 / 05 / 2018

    27 / 05 / 2018

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