Experience

Daimler Truck Financial Services Canada Corporation

• Canada
• Financial Services
• 1 - 100 Employee

• Human Resources Specialist

  • Mar 2022 - Present

  Responsible for HR related topics such as benefits, pension, policies, and employee relations. Responsible for HR related topics such as benefits, pension, policies, and employee relations.



Buck, A Gallagher Company

• United States
• Human Resources Services
• 700 & Above Employee

• Client Service Analyst, Defined Benefit Administration

  • Apr 2018 - May 2021

  * Member of Client service teams that provide on-going administration of 2 defined benefit pension plans* Calculate benefits (termination of employment, retirement, survivor, etc.) and prepare event statements in a timely and accurate manner* Prepare payment authorizations for retirements, terminations and deaths* Interpret and apply the provisions of the Sponsor plans and the various applicable laws and legislation* Preparation of annual statements for active and inactive plan members* Calculate pension adjustments (PA), pension adjustment reversals (PAR)* Create/update process documentation related to assigned tasks/projects* Produce ad-hoc reports using Excel macros, v-lookups, and pivot tables and SQLs*Use Human Resources Information Systems (HRIS) Workday, DB Module, and Pension Manager* Maintain a high level of professionalism and sense of urgency to ensure client and/or participant expectations are consistently met* Manage workload and priorities in a high pressure, high volume environment* Ensure all work is peer-reviewed; peer-review other team members work* Participate in training, special projects and other duties as assigned by the manager



OPB (Ontario Pension Board)

• Canada
• Financial Services
• 100 - 200 Employee

• Pension and Client Support Analyst

  • Feb 2018 - Apr 2018

  Processing termination benefits, including: retirements, transfers, and CV payouts. Calculating PA and PARs. Providing termination options to clients. Following legislative and Plan Text requirements. Reviewing Family Law documents. Answering inbound phone queue.

• Pension and Client Support Analyst

  • Nov 2012 - Apr 2018

  Administering pensioner client files. Processing pensioner death cases with and without survivors. Setting up new pensioners in system. Calculating residual balance entitlements. Cancelling and reissuing payments and performing payment requisitions. Updating client’s insured benefits and marital status. Manually updating year-end tax events. Providing customer service to clients via phone, mail, and email. Created training materials and trained two new pensioner services employees. Involved in special projects and various other duties as requested. Working within a team to provide excellent customer service. Using multiple computer systems: Prism, Strata, Microsoft Word and Outlook.

• Service Support Associate

  • Feb 2011 - Oct 2013

  Analysed and processed all incoming mail/fax/email requests. Processed change requests: address, banking, income tax. . Requesting from clients outstanding information and documentation through telephone or written correspondence. Assisting in training and development of new associates.

• Pension Analyst

  • Nov 2010 - Feb 2011

  Previewing and analysing applications to purchase pension credit for non-contributory and leave of absence buy backs, as well as non-OPS transfers. Answering inbound phone queue and answering member questions regarding their buy back applications, incoming transfers, and general buy back or pension questions. Working within a team to provide excellent customer service. Using multiple computer systems: Prism, Strata, Microsoft Word and Outlook.



Moneystrat Securities

• Back Office Administrator and Financial Planning Consultant

  • Apr 2007 - Nov 2009

  Processing client orders and settlement. Answering client questions and inquiries, updating client database. Administering investment accounts: RRSPs, RRIFs, LIRAs, LIFs, RESPs, and Non-Registered. Bank account balancing and preparing bank deposits. Completing paperwork: New Account Applications, T2033s, KYC Documents. Preparing Client Documentation, Reviews, and Reports. Administrative duties: answering phones, filing, faxing, ordering office supplies, opening and sorting incoming and preparing outgoing mail and courier. Using multiple computer programs: CCB, FundSERV, and Maximizer. Other duties as required.



CIBC

• Canada
• Banking
• 700 & Above Employee

• Client Services Representative

  • Mar 2004 - Apr 2007

  Answering inbound calls from clients regarding CIBC brokerage accounts. Investigating issues, answering inquiries and processing transactions. Using multiple computer systems. Assisting other departments when required. Answering inbound calls from clients regarding CIBC brokerage accounts. Investigating issues, answering inquiries and processing transactions. Using multiple computer systems. Assisting other departments when required.