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Director, Retirement Services

Job Type: 
Management / Administration
Organization: 
Alberta Urban Municipalities Association (AUMA)
Job Description : 

Reporting to the Senior Director, Pension & Benefit Services, the Director of Retirement Services administers all aspects for each retirement service program which include the APEX Supplementary Pension Plan (Defined Benefit-DB), MuniSERP, Alberta Communities Pension Plan (ACPP) (Defined Contribution-DC), Alberta Municipal Services Corporation (AMSC) Group Registered Retirement Savings Plan (RRSP), and the Tax Free Savings Account (TFSA). Administration activities include regular interaction with each of the following stakeholders as required: 

  • Existing and prospective clients, employees, and administrators;
  • Service providers, professional consultants, and regulatory authorities;
  • Executive Management team; and
  • APEX Governance Board.

This position represents the subject matter expert on pension and is expected to advise, lead, and make recommendations on the delivery of pension administration services on behalf of the AMSC leadership team. The Director is expected to work independently, be a good spokesman and creative problem solver, and provide customer service excellence.

Position Term
Full Time, Permanent

Classification
Level 6 (Management)

Education and Skills

  • Post-secondary education and certification in retirement planning - Certified Employee Benefits Specialist (Retirement Plan Associate) designation or equivalent.
  • 5 or more years of Canadian pension administration experience with at least 3 years in a managerial capacity. Experience within a pension actuarial consulting firm would be an asset.
  • Actuarial accreditation from the Society of Actuaries preferred or combination of equivalent education and experience.

Skills and Attributes

  • Exceptional customer focus with strong professional acumen and strong project and time management skills.
  • Entrepreneurial approach to pension services, and the ability to recommend programs to management that have the potential to provide a superior client experience.
  • Proven ability to work in a dynamic team environment while delivering to internal and external compliance requirements.
  • Experience and aptitude for using and adapting technology and data management systems.
  • Demonstrated ability to provide concise reports to the Executive team and various Committees of the Board of Directors.

Responsibilities

  • Perform administrative functions related to all retirement services programs as delegated by the APEX Governance Board, providing analytical support and acting as a liaison between the members and the Board.
  • Coordinate and provide advice on all retirement services plan communications including, but not limited to: plan text, administration manuals, benefit statements, and annual reports to ensure accuracy, consistent interpretation and application, and compliance with pension policies and governing legislation, making recommendations as required to the APEX Governance Board.
  • Receive and respond to retirement services enquiries and requests from members. This will include presenting to stakeholders on a regular basis.
  • Coordinate information flow and monitor delegation of duties between clients, members, service providers, and consultants.
  • Supervise and mentor Retirement Services staff and manage the relationship with Plan members.
  • Ensure the administration of all retirement services programs are delivered in compliance with the plan requirements, pension and tax legislation to discharge our fiduciary responsibilities as plan administrator.
  • Monitor applicable pension legislation and regulations for Alberta and Canada - specifically the Employment Pension Plans Act and the Income Tax Act. Liaise with the Office of the Superintendent of Pensions, and Canada Revenue Agency as required.
  • Identify and implement continuous improvement initiatives to processes, controls and procedures ensuring that all changes meet or exceed regulatory requirements.
  • Support the monitoring and audit of pension and savings providers, ensuring standards are met and costs are monitored and controlled.
  • Approve membership data for APEX and MuniSERP actuarial valuations, member annual statements, and data reconciliations.
  • Make recommendations with regard to the trust agreement and funding agent, actuary and investment manager and Third-Party Administrator (TPA) service agreements.
  • Prepare the Annual Information Returns and Schedules for Expected Contributions for Canada Revenue Agency and Alberta Finance.
  • Provide input on organizational business plan, annual operating plan, Key Performance Indicators (KPIs) and risk management plan.

Work Conditions

  • Travel as required.
Closing Date: 
December 6, 2019
Application Return: 

To apply for this position, please submit your resume with cover letter to Jeff Simpson, Senior Director, Human Resources at jsimpson@auma.ca.   

Selection of people to perform this position is based on matching their knowledge, skills, competencies, and behaviours to the work to be performed so that the best qualified candidates are chosen. AUMA is committed to employment practices that are unbiased with regard to equal opportunity of employment. AUMA makes every effort to be in compliance with the Alberta Human Rights Legislation.