Pension Associate

Posted 11 Days Ago
Be an Early Applicant
Toronto, ON
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Provide administrative support for Member Experience and Pension Operations, manage correspondence, process member transactions, and enhance service operations.
Summary Generated by Built In

Pension Associate

Department: Member Experience and Pension Operations

Type: 18-Month Contract

Location: Toronto (Hybrid)

Posting Date: October 28th, 2025

At OPTrust, paying pensions today, preserving pensions for tomorrow is our mission and business.

When you choose OPTrust, you join a team of smart, talented people who fuel our success and have a passion for pensions. Everyone at OPTrust – from London, Toronto, and Sydney – makes a meaningful impact, our environment is fast paced, but we find time to have fun and give back to the community as well. Our strength resides in our team members with different backgrounds and perspectives creating an inclusive and fulfilling place to work for everyone.

What OPTrust Offers You

  • Unique culture rooted in our core values – collaboration and teamwork, integrity, respect, flexibility, excellence and continuous improvement.

  • A purpose-driven environment where we all work towards the common goal of paying pensions today and preserving pensions for tomorrow.

  • A flexible, hybrid work model.

  • Benefits package after six months of consecutive employment.

  • Optional membership in our world-class defined benefit pension plan.

  • A dedicated inclusion, diversity and equity strategy with meaningful opportunities to participate, including our employee-led resource groups.

About the Role

As part of Member Experience and Pension Operations, you will use your positive attitude, caring nature and strong customer disposition to make an impact on our members’ day by providing administrative support to staff on the Member Experience and Pension Operations; ensuring all correspondence is imaged and indexed accurately for future reference, performing basic pension processing and responding to internal and external clients, all within established standards.

What You’ll Do

  • Review all incoming correspondence arriving by mail, electronic message, fax, or walk-in clients and open applicable processing case in the workflow management application.

  • Ensure all documents are scanned and indexed into the document imaging system and maintain scanning records.

  • Process basic member transactions, such as new member enrolments, pension beneficiary updates, retirement date estimates, general correspondence and information updates for members, and any related follow-up.

  • Respond to inquiries and requests for information by telephone, in writing or other media.

  • Assist in the ongoing review of operational procedures to improve service to members.

  • Support role for the Member Experience and Pension Operations, with responsibilities as assigned.

What You Bring

  • Post-secondary education.

  • Proficient in MS Office (Word and/or Excel), business software applications, client databases and document imaging software.

  • Exceptional customer service approach and interpersonal skills to meet established service levels and deal with members with sensitivity and tact.

  • Superior written and verbal communication skills to communicate pension plan information to members in a way that is clearly understood.

  • Strong organizational skills to handle varying volumes of work and to prioritize multiple tasks in an efficient manner.

  • Positive attitude towards word and colleagues to support team goals and organization values of strong teamwork, cooperation, and mutual respect.

  • Numeracy skills to understand formula calculations.

  • Ability to identify problem areas when communicating with members and to take appropriate action.

  • Knowledge of pension funds.

  • Exemplify OPTrust’s values: collaboration and teamwork, integrity, respect, flexibility, excellence, and continuous improvement.

Please submit your application via Workday by November 11th, 2025.

Serving a membership as diverse as ours and investing in a global market means cultivating an environment that embraces inclusion, diversity, and equity in everything we do. OPTrust is an organization engaged in building on our unique and diverse strengths. We know a diversity of backgrounds, cultures, gender identities and perspectives are critical to achieving our shared goals.

If you require accommodation at any time during the recruitment process, please send a message to [email protected], or discuss your needs with the Talent Acquisition Consultant during the telephone screening. We will do our best to work with you and provide appropriate accommodation.

As an organization we’re seeking ways to respond to the Truth and Reconciliation Commission of Canada’s Call to Action 92. We are working with the Canadian Council for Indigenous Business to build bridges with Indigenous communities and partners, and we have created an employee-led Reconciliation Working Group that will work with Indigenous experts to identify a path to reconciliation for our organization.

We thank all interested applicants, however only those under consideration will be contacted.

Top Skills

Document Imaging Software
MS Office
Workflow Management Application
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The Company
London
427 Employees
Year Founded: 1995

What We Do

With net assets of $25 billion, OPTrust invests and manages one of Canada’s largest pension funds and administers the OPSEU Pension Plan (including OPTrust Select), a defined benefit plan with over 111,000 members.

OPTrust was established to give plan members and the Government of Ontario an equal voice in the administration of the OPSEU Pension Plan and the management of the assets through joint trusteeship. OPTrust is governed by a 10-member Board of Trustees, five of whom are appointed by OPSEU and five by the Government of Ontario

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