Pension Plan Administrator/Coordinator

Location: Vancouver

PBI Actuarial Consultants Ltd. is currently seeking a Pension Plan Administrator/Coordinator to join our team.

About us

PBI is an employee-owned Canadian firm with offices in Vancouver, Montreal and Burlington. The Company offers competitive compensation and benefits.

PBI is a firm that specializes in providing pension, benefit and investment consulting services for multi-employer, jointly-trusteed pension plans and benefit plans.

A unique work environment

PBI’s work philosophy is based on open-mindedness and the active involvement of all its associates.

In fact, our company encourages growth both in a personal and professional level inside a healthy respectful learning environment. More specifically, our core values are cooperation, self-sufficiency for teams as well as individuals, dedication towards our clients and our Company, development of skills, confidentiality, efficiency, creativity, thoughtful decision-making, precision and synergy.

Tasks and responsibilities

  • Processing of plan expenses, as needed
  • Monthly reconciliation of plan expenses to custodial financial statements
  • Provide allocation of expenses on a monthly basis to custodian for certain plan accounts
  • Preparation and correspondence regarding deposit of Employer Contributions to custodial account
  • Preparation and completion of documents with respect to the plan’s annual GST/HST/QST Rebates and forms
  • Preparation and completion of documents to regulators with respect to Plan Amendments
  • Assist insurance consultant regarding insurance coverage for third-party service providers
  • Assist plan auditors with plan audit
  • May be involved with organizing Spring and Fall client meetings including:
  • Preparation of Scheduled meetings Itinerary
  • Arrange for hotel/meeting spaces
  • Negotiate with the hotel on contract terms
  • Coordinate accommodation room block
  • Coordinate with 3rd party service providers
  • Coordination of meeting materials from 3rd party service providers
  • Travelling to the Spring and Fall client meetings to ensure that there are no logistical issues, problem-solving at the meetings along with being on call during meetings and events

Qualifications

  • Post-secondary education or related experience
  • Demonstrates attention to detail and strong organizational skills
  • Strong analytical and problem-solving skills
  • Strong communication skills, both written and oral
  • Able to work under deadlines and on several projects simultaneously
  • Commitment to superior client satisfaction
  • Strong Excel skills

Other qualities

  • Is a team player, yet is self-sufficient and shows initiative
  • Able to easily adapt to a new work environment

Terms and conditions of employment

  • Permanent position
  • 40-hour weekly schedule
  • Salary will be based on experience and our internal policy in force

Those who would like to apply must send their resume along with a cover letter to Laura Grant:

By email:    

Deadline:    January 31, 2023