Benefit/pension Assistant

Description:

Summary of Duties:

➢ Create and maintain accurate and detailed historical employee benefit and pension files and
records, in accordance with legislative requirements and departmental procedures, including
scanning enrolment applications to Group Life;

➢ Track and follow up on outstanding issues in a timely manner;
➢ Follow retention and purging records’ schedules for resignations and retirements;
➢ Provide frontline response to inquiries regarding eligibility for enrolment and plan options, claims

process as per relevant collective agreement Terms and Conditions (e.g, new hires, restrictions,
status changes, leaves of absence);

➢ Ensure all pension transactions and events are processed for reporting to the Ontario Teachers’
Pension Plan Board (OTPPB) and the Ontario Municipal Employees Retirement System
(OMERS);

➢ Identify all approved leaves of absence without pay and any other absences (e.g.,
illness/suspension) which impact on pension credits and continuation of insured employee
benefits;

➢ Develop and maintain a database and tracking process for all leaves of absence;
➢ Calculate required pension contributions and employee benefits premiums, and ensure the timely

initiation of invoices and service election forms;
➢ Verify adjustments through payroll simulations, ensuring any required benefit adjustments are

calculated and processed accurately and within required timelines;
➢ Review pension records to ensure proper pension deductions;
➢ Update and maintain accurate plan member benefit/pension information within SAP;
➢ Refer to Daily Activity Reports from the HR/Payroll application to ensure employee benefits are

attached to the correct position and benefit full-time equivalents (FTEs) are validated;
➢ Meet audit requirements by verifying transactions on an on-going basis;

➢ Provide plan members with related documentation (e.g., tax receipts, student letters, etc.), and
distribute TDSB-wide communication pertaining to various initiatives;

➢ Process plan member/dependent Group Life death claims;
➢ Prepare benefit enrolment packages applicable to circumstances;
➢ Conduct presentations for new employees;
➢ Administer and process the annual employee benefit enrolment for occasional teachers,

replacement principals and vice principals and CUPE Unit B instructors;
➢ Administer and process the annual pension enrolment of employees as per the Pension Benefits

Act, including mailing, monitoring returns, enrolment and follow up, as necessary;
➢ Other related duties as assigned.
 

Qualifications:

➢ Secondary school diploma plus one year of related additional course work (e.g., Computer
Applications, Communications, Customer Service, etc.) with one year’s related human resources
experience (e.g., administering employee benefits and pension plans), or equivalent combination
of education and experience;

➢ Proficiency and expertise in the use of computer technology (HR/Payroll systems, word
processing, databases, spreadsheets, presentation packages, Internet and e-mail);

➢ Working knowledge of benefit and pension plan administration;
➢ Knowledge and understanding of Board and/or departmental policies and procedures, collective

agreements and relevant pension legislation;
➢ Demonstrated records management, organization and problem-solving skills;
➢ Demonstrated sensitivity and ability to maintain confidential information;
➢ Strong written and oral communications skills to work with employees and external agencies;
➢ Demonstrated ability to communicate in a sensitive, courteous manner with a customer service

focus;
➢ Strong interpersonal, teamwork and organizational skills, including presentation skills; and
➢ Proven ability to work under pressure in order to meet frequent/strict deadlines.