Company Description:
Pioneered in 1939, the Co-operative Superannuation Society (CSS) Pension Plan, located in Saskatoon,
Saskatchewan, is one of the oldest and largest defined contribution pension plans in Canada. With
approximately $5 billion in assets, CSS Pension Plan has grown to serve over 300 employers and 51,300
current and past co-operative and credit union employees across Canada, including more than 8,200
retirees.
Summary:
We are seeking a motivated and conscientious person to join our team as a Member Services Specialist
focusing on serving our members who are making transfer and withdrawals decisions.
Join the CSS Pension Plan and its Member Experience Department as a Member Services Specialist. You
will care for our members’ journeys by:
- Taking responsibility and ownership of pension administration responsibilities focusing on
decision points along a member’s journey related to transfers, withdrawals and payments (e.g.,
decisions to consolidate funds, decisions at termination of employment, death benefit
payments, etc.), - Analyzing detailed financial and membership information to identify opportunities for
improvements in the overall member experience and journey with the CSS Pension Plan, and - Responding to inquiries on matters related to CSS rules and regulations, member rights and
obligations, and regulatory requirements.
The successful candidate will be a technically inclined high performer who thrives in a busy
environment, strives to think outside of the box, and can pivot between competing priorities and
complex matters. A strong sense of quality member service, belief in empowering others, and
understanding of the value of the co-operative system will be positive attributes that you bring to the
team. The Member Services Specialist is required to develop an expert understanding of our pension
benefit provisions, policies, and procedures.
You will work effectively in a team environment guided by the team-developed “Pillars of Collaboration”
which represents the values of “Respect, Commitment and Communications”.
Key Responsibilities
Responsibility for pension administration processes, with a focus on transfers, withdrawals and
payments:
- Explain all Plan requirements for the transaction and guide the member through the
completion and submission of appropriate forms. - Enter properly completed requests into the Plan’s pension administration system and
generate payments, complete required transfer documentation and forward to receiving
financial institutions, as necessary. - Ensure compliance with policies and procedures, perform quality assurance testing.
Responsibility to team and culture
- Accountable for supporting an environment and culture of collaboration, learning, and service
which respects diversity, encourages all teammates to work together to achieve results and
contribute to a healthy, rewarding, and productive working environment where personal and
team accountability are key to meeting CSS’ strategic and operational goals.
Other responsibilities
- Generates and analyzes reports and information from our information systems and identifies
opportunities to support and enhance the member experience. - Performs user testing for technological assets to ensure operational and strategic needs and
goals are met. - Assist with projects (e.g., information technology, member experience, member education and
member engagement). - Develops and maintains knowledge and application of CSS policies and procedures. and CSS’ vision, mission and values.
- Provides back-up support for the Department and organization as required and carries out other duties as assigned.
Skills and Abilities
- Excellent customer service and communication skills, including the ability to communicate complex information in a straightforward manner.
- Superior organization, administrative, and problem-solving skills.
- Sound knowledge of pension, retirement, and other relevant products and industries.
- Advanced computer and analytical skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, as well as the ability to generate reports and information.
- Must be flexible and able to manage high work volumes and conflicting priorities to meet deadlines.
- Self-directed, but recognizes the importance of relationship building within the team and across the organization.
Qualifications
- Experience with customer service, retirement and wealth services, registered products and
transactions, - A post-secondary diploma (e.g., Polytech 2-year diploma, University 2 or 3 year certificate) in
business administration or office management, - Possession of a Pension Plan Administration Certificate (or equivalent), and
- Five years or more experience with financial transactions or pension or benefit administration.
A combination of equivalent education, training and experience may be considered. Process improvement experience and education considered an asset.
To Apply:
Please forward your resume and cover letter (including your salary expectations) to:
- CSS Pension Plan
- Attn: Manager, Quality Assurance and Administration
- Email: hr@csspen.com
Competition closes: July 23, 2021 (The position may be filled sooner)
We offer a fun, challenging and inclusive work environment, along with a competitive salary and benefits package.
We thank all applicants for their interest. However, only those applicants selected for an interview will be contacted.
Create your future with SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary and benefits package, along with perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.