Senior Specialist, Pension Data

THE ROLE

Reporting to the Manager, Member Data, this is a fantastic opportunity for an experienced data specialist to join a team of high performing professionals to make a great impact.

You will be involved in a variety of data activities within Pension Services. Your role will include acting as a team lead to reconcile membership pension data and reporting key measures to stakeholders. The role also includes supporting the transactions and payroll team and interacting with the Client Experience team as a subject matter expert.

UPP is based in Toronto’s financial district and has a hybrid work model (~2 days / week in office).

SPECIFIC ACCOUNTABILITIES

UPP is uniquely positioned in its flexibility to build an internal foundation from the ground up. We approach this build thoughtfully and methodically, with a careful focus on building a strong base, operational efficiency and excellent member and employer experience. We are creating a digitally enabled service experience for our members.

Service Delivery

• Deliver best-in-class service to our members, participating employers and universities.
• Provide accurate and timely reporting to all stakeholders regarding general and specific provisions of the benefit and pension plans.
• Act as a primary contact for queries regarding member data, contribution data captures, and connecting with client Experience Team.
• Recommend improvements to increase data accuracy.
• Help guide and mentor junior team members on initiatives and projects.
• Exhibit an ability to listen, negotiate and communicate goals; share knowledge, experience, and responsibility with the team to achieve the highest standards of professionalism.

Pension Data and Insights

• Monitor employer transactions, including the collection, recording and reconciliation of contributions and data.
• Prepare and/or coordinate statutory reporting requirements, such as annual member statements, pension adjustments, and quarterly pension adjustment reversals.
• Participate is data related projects related to pension administration like valuations and membership reconciliations.
• Develop data quality control measures and indexes.
• Devise methods to monitor data for discrepancies and inaccuracies.
• Create visualizations, dashboards, and reports.
• Analyze large datasets to identify trends, patterns, and actionable insights.
• Remain current on pension benefit trends, practices and procedures, and evaluate and recommend adjustments.
• Other projects and activities, as assigned.

QUALIFICATIONS & EXPERIENCE

• Completed college diploma or university degree with 5+ years of strong data analytics experience.
• 2+ years of experience in pension plans.
• Experience coding SQL, Data visualization (PowerBI/Domo), Mail Merge, PowerAutomation, Excel VBA, and Reporting best practices.
• Strong ability to self-diagnose member data issues correctly.
• Experience reading and interpreting pension plan texts and translating provisions would be an asset.
• CEBS or PPAC would be an asset.
• Strong oral and written communication skills and an ability to communicate complex information clearly and at a level appropriate for employers and senior leadership.
• Professional, client-focused approach to colleagues and assignments.
• Seeks out experiences that may change perspective or provide an opportunity to learn new things.
• Ability to organize, set priorities and work independently.

ATTRIBUTES

• A passion for delivering a great pension experience from enrollment to retirement, with a proven ability to develop and maintain effective working relationships.
• Good analytical skills to ensure data accuracy.
• High emotional intelligence.
• Self-motivated, flexible, and adaptable to changing priorities and new challenges.
• Logical and detail oriented.
• Strong commitment to innovation and continuous improvement.
• Ownership mindset.
• Strong conflict resolution skills to manage complaints and escalations from members and employers.
• Excellent judgment and clear and precise communication skills, including a high degree of diplomacy and confidentiality with the ability to adapt communication style to the audience.

LIFE AT UPP

Do work that matters. We are duty-bound to serve our members’ interests, and it’s a responsibility we don’t take lightly. That’s why we’ve ingrained sustainability in our work from day one—to ensure our members have a resilient future to retire into, both today and for generations to come.

Stronger together. Collaboration is how UPP was born, and it’s how we work with each other and our partners day in, day out. No one at UPP is just a number (even if they are excellent at math) and every win is a shared win.

Grow every day. You’ll have the opportunity to work on unique, once-in-a-career projects that maximize your skill set and probably teach you some new ones—at any stage in your career.

Prioritize wellness. At UPP, wellness takes many forms. Ultimately, it’s about ensuring our people are cared for in the ways that matter to them. Check out some highlights of our inclusive employee-focused benefits program including:

• Defined benefit pension plan
• Flexible hybrid work model
• Work from abroad up to eight weeks/year
• Comprehensive group benefits including medical, dental, vision etc.
• Extended paramedical and mental health service coverage
• Health care and lifestyle spending accounts
• Fertility treatments, paid parental leave, and gender affirmation coverage
• Education Assistance program

UPP enthusiastically welcomes applications from all qualified applicants and especially invites people with lived experience as an Indigenous person, a person with a disability or as a member of another Human Rights Code protected group that faces barriers to employment to apply. Our goal is to create a barrier-free experience for every candidate throughout the recruitment process, so if you require accommodation at any point during the process, please let us know so that we can make the appropriate arrangements.  It would be our honor to work with you to adapt our processes to ensure that you can meaningfully participate.