Benefits Advisor – Retirement Planning, Group Benefits

This is a fully remote position, open to applicants in Canada.

📋 Description

• Prepare and uphold quarterly and annual reports for group retirement plans, ensuring both accuracy and timeliness.

• Create and revise governance and performance reports for client presentations as well as for internal assessments.

• Assist the Senior Managing Consultant in nurturing client relationships, addressing inquiries related to plan design, performance, and any issues that arise.

• Collaborate with insurance carriers and providers to collect data, resolve issues, and acquire plan information.

• Actively engage in client meetings (both virtual and occasional in-person), offering insights and supporting the overall client deliverables.

• Help coordinate and execute client deliverables across group health and group retirement programs.

• Ensure accurate documentation and that all reporting meets client expectations and compliance standards.

• Provide continuous administrative and analytical support to facilitate smooth day-to-day operations.

⛳️ Requirements

• 4-5 years of experience in benefits advising.

• Strong expertise in Microsoft Excel and the entire MS Office Suite.

• Proven experience with group benefits and group retirement plans.

• Familiarity with reporting platforms and tools used by insurance carriers.

• Comprehensive understanding of Group Retirement Plans and Group Health Benefits.

• Excellent organizational abilities, capable of managing multiple priorities and deadlines effectively.

• Strong communication skills, with a professional approach to interacting with clients and internal stakeholders.

• A proactive attitude, eager to learn, with a genuine interest in advancing within the benefits consulting field.

🏝️ Benefits

• GREAT OPPORTUNITY