Pension Specialist

Position: Pension Specialist Reports to: The Pension Fund Executive Director Working Conditions: Hybrid/Remote Work Hours of Work: 40 hours per week Start Date: Immediately The PAOC Pension Plan is a defined benefit (DB), multi-employer pension plan that is federally incorporated fund, registered in the various provinces across Canada. Membership is open to all PAOC credential holders and staff of PAOC local assemblies and affiliated ministries. When it was first established at the 1938 General Conference, the plan was expressly created and designed to help those serving in PAOC ministry in Canada and worldwide to receive stable retirement income. Member contributions over the years, that are matched by an employer, grow at a specific benefit rate to eventually provide a lifetime pension in retirement. Participation in the plan also helps support PAOC mission through investments in church/ministry mortgages which make up a percentage of the investment portfolio. Complexity of the Role The Pension Specialist is the resident expert on benefits, terms and conditions of the PAOC defined benefit pension plan. The position is the go-to person for questions and clarification on the pension plan for pension members and pension employers. The Pension Specialist may also assist in promotion of the pension plan to prospective pension members and employers. The pension plan is complex in nature, requiring the Pension Specialist to have detailed knowledge and proficiency to successfully fulfill duties of the role as detailed below. Duties Call Centre • Respond to calls from pension members, pension recipients, and employers to a wide variety of pension plan questions. • Respond and/or co-ordinate responses to all email enquiries sent to pension info. • Keep an updated list of pension questions and input from pension staff and/or our actuary. • Complete process checklists for calls about starting to receive the pension benefit, terminate from the plan, or the death of a member or spouse. Send the checklist to the actuary. Annual Statement of Earnings & Contributions • Each January, prepare the request for completion of an annual statement of earnings and contributions from all employers that participated in the pension plan in the previous calendar year. • Transfer input received, via hardcopy or the pension portal, onto an IT prepared excel spreadsheet. Follow up with employers re pension contributions • Throughout the year, make follow-up calls to employers who are remitting contributions below the minimum or above the maximum required percentages. • Follow up with employers who appear to have missed contributions in the latest month/quarter when they made contributions in earlier months/quarters. • Work with the receipting/accounting team to resolve any pension contribution issues. • Code pension refunds to churches and members. Enrolments • Enroll new pension plan members. • Send a welcome letter and latest copy of the Membership Information Booklet. • Prepare soft copy files for the new enrolments. Estimates • Prepare in-house estimates when requested. Pension Booklet • Facilitate the production of an updated Membership Information booklet, as necessary. Pension Letters for upcoming retirements • Keep track of members who are approaching the age of 65 and connect with them a couple of months prior to their normal retirement date. • Follow up with members who are past 65 and no longer contributing. Pension Ops Meetings • Minute taking whenever the Executive Secretary is absent. Pension Stats • Every quarter, give the Executive Secretary statistics on new enrolments, as well as the number of calls and emails received. • Send quarterly updates to our actuary, and to internal staff for pension board meetings. • Correspond regularly with the pension actuary as necessary. Portal Registrations • Monitor pension member submissions to register to view information on the pension portal. Complete the registration process and supply the member with a username and password. • Receive any address or banking update that is provided to us via the pension portal. Promotion • Assist with promotion/marketing of the pension plan through various means, including but not limited to: - Preparation of promotional content for e-blasts, our website, videos, conferences, presentations, social media, pension brochure, etc. - Arrange, co-ordinate, and deliver presentations, in collaboration with other PAOC staff and external providers (e.g. BMA), as appropriate. - Initiate, conduct, trac, follow-up, etc., marketing calls. - Create an information sheet for District Administrator use, etc. - Attend General Conference/District Conferences and staff booths, as requested. - Follow up with new credential holders (who are not pension plan members) via email, to promote the pension plan. - Ensure the website and digital strategies (including any social media activity) are current and beneficial for marketing purposes. T4A mailings (Feb) • Insert T4As and inserts into envelopes for mailing. Website • Keep pension items on our website current. Arrange for documents to be added or replaced and any changes to text made as necessary. • Send any updates needed to the French site to the translator. Supervision • As the role evolves, supervisory responsibilities could be included. Mortgage Administration • Cover for the Manager, Pension & PAOC Mortgages, when away. This could include, but is not limited to: - Processing Mortgage applications/renewals. - Processing monthly mortgage payments, updating mortgage tracking application. Other duties as assigned. The PAOC welcomes and encourages applications from people with Disabilities. Accommodations are available on request for candidates taking parts in all aspects of the selection process. The PAOC is a Christian organization that engages in Christian ministry, serving the Christian community. This position is an important role in carrying out PAOC’s mission and it is critical that the candidate’s beliefs and conduct are consistent with the beliefs and conduct standards of the PAOC. Therefore, it is a requirement of this position that the candidate’s beliefs and conduct adhere to PAOC’s Mission Statement, Core Values, General Constitution and By-Laws, the Statement of Fundamental and Essential Truths, and any other document that may be established by the PAOC regarding standards of conduct. To apply for this position, please email a cover letter and resume by May 31, 2025, to Len.Hummel@paoc.org.

Qualifications • High proficiency with Microsoft Office (Excel, PowerPoint, Word) • Excellent written and verbal English communications skills. • Written and verbal French communications skills is an asset. • Previous administrative experience. • Previous experience in defined benefit pension plan administration is preferred but not required. • Ability to grasp, analyze, synthesize and convey complex concepts. • Excellent time management skills and ability to meet deadlines. • High attention to detail and accuracy. • Strong team player. Attached Documents pension-specialist-job-postion