Pension Analyst

TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider – encompassing physical, mental and financial health – TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.

As part of a dedicated and professional team, you will be providing services to plan members for all matters related to their pension plan. Your various responsibilities will allow you to use your analytical skills on a daily basis and to grow in a stimulating career.

Being part of our team means
• Working with a young and dynamic team
• Growing through stimulating mandates and projects
• Having career opportunities for professional development
• Working in a hybrid mode, in the office and from home
• Enjoying a flexible schedule and a comprehensive benefits program

 

Your responsibilities

• Processing member updates, including banking, address, name, and language changes

• Tracking and managing cases through Tasknet, including generating reports to monitor case progress

• Handling tax-related updates, including initial and additional tax deductions, ensuring updates are processed in alignment with payroll cycles (end of month and beginning of month)

• Reviewing and processing TD1 forms, NR301 forms including coordinating form mailings

• Preparing and coordinating T4A and RL-V2 mailings

• Assigning mailings to C’Ops and drafting related correspondence, including tax request forms

• Sending reach-out letters to members for missing or incomplete information

• Responding to plan inquiries via email and assigning callbacks where required

• Managing and responding personal mail inboxes regarding ongoing cases and member assistance

• Supporting the team in carrying out various mandates and special projects

• Increasing our clients' satisfaction by listening to their needs and responding to their various requests as well as those of the participants and trustees

• Suggesting improvements to our various processes

​Qualifications required

• Bachelor's degree in Mathematics, Business, Economics, Finance, Actuarial Science or another relevant field of study

• Sharp analytical thinking and attention to details

• Dedicated team player who demonstrates initiative and independence

• Excellent organizational skills

• Strong written and verbal communication skills in English; French would be an asset

• Knowledge of Microsoft Excel

 

A bit about us

We’re a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world. 

TELUS is proud to foster an inclusive culture that embraces diversity. We are committed to fair employment practices and all qualified applicants will receive consideration for employment. We offer accommodation for applicants with disabilities, as required, during the recruitment process. 

Disclaimer:  In accordance with the TELUS Health Solutions Data Center Security Policy, as a condition of employment, all team members whose job functions require they work at a Data Center and/or have access to detailed knowledge of technology related to client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada.

Note for Quebec candidates: if knowledge of English is required for this position, it is because the team member will be asked, on a regular basis, to interact in English with external or internal parties or to use English applications or software as part of their tasks.

By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies’ Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.