Company Description InBenefits is a not-for-profit organization specializing in pension and benefit administration, consulting, investment support, and member communications for clients and their plan members across Canada. With more than 30 years of experience managing target benefit pension plans, InBenefits currently serves over 140,000 current, retired, and former plan members. The organization differentiates itself through advanced technology, including secure member and employer portals that streamline access to pension information.
Role Description The Pension Officer is a full-time, on-site role based in Markham, ON, responsible for administering pension plans and providing high-quality service to plan members, employers, and other stakeholders. Day-to-day tasks include reviewing and processing pension-related transactions such as retirements, terminations, beneficiary changes, and transfers, as well as verifying data accuracy and updating member records. The Pension Officer prepares pension estimates, statements, and related documentation, and responds to member and employer inquiries by phone, email, and written correspondence in a clear and professional manner. The role requires collaboration with colleagues in finance, administration, and client services to resolve complex issues, ensure compliance with plan provisions and applicable legislation, and support internal reporting and audits. The Pension Officer also contributes to process improvements, participates in system enhancements and testing, and supports member education initiatives when needed.
Qualifications
- Strong finance and pension administration knowledge.
- Excellent attention to detail, accuracy and policy.
- Well-developed Analytical Skills for interpreting plan rules, analyzing member data, and resolving discrepancies.
- Clear and professional Communication skills, both written and verbal, for interacting with members, employers, and internal teams.
- Post-secondary education in accounting, business, actuarial science, or a related field; pension or benefits administration certifications are an asset.
- Proficiency with MS Office (especially Excel) and comfort working with customized administration systems and databases.
- Strong organizational and time-management abilities, with capacity to manage multiple files and meet deadlines in a detail-oriented environment.
- Knowledge of Canadian pension legislation and regulatory requirements, particularly for target benefit plans, is considered an advantage.
