Retirement Support Specialist
PACE Consulting, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • Canada
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Salary
💰 CA$60,000 - CA$70,000 per year
About the role
- Monitor and track retirement and pension plan reviews to ensure timely completion.
- Request required materials from record keepers, insurers, and investment providers.
- Pull and compile investment and fund performance data from Morningstar for analysis.
- Coordinate and distribute completed plan reviews for small clients.
- Track AIR filing requirements for registered pension plans and monitor compliance timelines.
- Respond to member inquiries regarding enrolment, contributions, investments, and general plan information.
- Liaise with carriers, record keepers, and internal team members to resolve member issues promptly and professionally.
- Maintain and restructure shared digital plan folders to ensure accuracy and completeness.
- Review plan files and proactively request missing documentation from carriers and service providers.
- Ensure all new business and ongoing servicing documentation is received and properly organized.
- Support new business sales by coordinating required documentation with carriers and providers.
- Create and maintain client and prospect folders for new plans and conversions.
- Update CRM records with key plan data, missing details, and changes.
- Request marketing and benchmarking reports from providers and consolidate received data.
- Build polished, professional presentations for client marketing, benchmarks, and review meetings.
- Ensure all materials are accurate, timely, and aligned with branding standards.
- Create and maintain templates, workflows, and processes to support efficiency and scalable team growth.
- Identify opportunities to streamline administrative and operational tasks.
- Provide general administrative and project support to the retirement consulting team.
Requirements
- Post‑secondary education in business, finance, administration, or a related field preferred.
- 2–5 years of experience in group retirement, pensions, benefits, or financial services
- Familiarity with Group RRSPs, DPSPs, DC pension plans, and insurer/record keeper processes.
- Experience with Morningstar, CRM platforms, and Microsoft Office
Benefits
- Hybrid work flexibility (3x/week in office)
- Paid time off between Christmas and New Year’s
- Employer‑paid benefits and RRSP matching
- Mental health programs
- Quarterly fun social events
- Ongoing professional development and growth support
- A collaborative consulting environment with exposure to a diverse client portfolio
- Ability to contribute to process improvement and firm‑wide growth.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisdocumentation managementpresentation creationinvestment performance analysiscompliance monitoringadministrative supportproject supportprocess improvementworkflow creationclient management
Soft Skills
communicationorganizationproblem-solvingattention to detailteam collaborationprofessionalismtime managementcustomer serviceadaptabilityinitiative