OPTrust Career Opportunities
Paying pensions today, preserving pensions for tomorrow.
With net assets of almost $20 billion, OPTrust invests and manages one of Canada's largest pension funds and administers the OPSEU Pension Plan, a defined benefit plan with almost 95,000 members and retirees.
The successful candidate will be responsible for providing excellent service and assistance, by communicating the benefits of the Plan to pensioners and potential pensioners and explaining the Plan such that it becomes understandable to members to make informed decisions all within the Plan provisions, established service level benchmarks, policies and procedures.
- Provide information and communications to pensioners on areas such as plan provisions, pension legislation, pensioner insurance benefits, pensioner entitlements, or pension estimates to help them make informed decisions.
- Respond to a wide variety of inquiries and requests for information from pensioners via walk-in visits, by telephone, in writing, ensuring accuracy and timeliness of responses.
- Identify cases requiring special attention e.g. hardship, complex and/or urgent situations, referring them to appropriate person in the team with the pertinent background information.
- Prepare written responses to pensioners, employers or their representatives, as required.
- Process the full array of estimates, post retirement pension related transactions, and manage caseload within standard service levels, benchmarks and timeframes.
- Ensure presence of all required documentation; applying knowledge of legislation and regulations to determine issues, problems, omissions and discrepancies and required action.
- Proactively communicate and maintain contact with pensioners, by telephone or e-communication, in connection with the status of requests, entitlements or transactions being processed.
- Identify and document trends in pension cases and client inquiries and reporting on such information and suggestions regarding improved services to senior team members and Manager.
- Assist in the ongoing review of operational procedures to improve client service.
- Ability to apply knowledge of pension plan administration, related legislation (e.g. specific requirements of the Pension Benefits Act, the Family Law Act and federal statutes such as C.P.P. and the Income Tax Act), the Plan provisions, established policies and procedures.
- Analytical skills to identify appropriate action required for any pension related transaction type,and provide information and assistance to pensioners on pension transactions or on the Plan in general.
- Mathematical skills to carry out any required calculations.
- Ability to operate a personal computer with a variety of general office and business software applications.
- Organizational skills in order to support team members balance and prioritize special projects, case processing activities and direct client service tasks.
- Good verbal skills to communicate effectively with a variety of internal and external contacts on the more complex pension matters, to discuss cases, and to provide information in a manner that is clearly understood by clients.
- established service levels, prioritize urgent work and communicate with clients with sensitivity and tact.
- Positive attitude towards work and building relationships with colleagues in order to support team goals and organization values of strong teamwork, cooperation and mutual respect.
Please submit your application by January 16, 2020 via LinkedIn If you are unable to apply via LinkedIn, you may submit your application by emailing the People department at firstname.lastname@example.org. We kindly ask that you apply using only one of these methods.
OPTrust is compliant with the Accessibility for Ontarians with Disabilities Act (AODA). Please advise us should you require accommodation with the recruitment process.
We thank all interested applicants, however only those under consideration will be contacted.