Neil Valdez
Pension Administrator at BPA Financial Group- Claim this Profile
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Topline Score
Bio
Credentials
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Project Planning: Putting It All Together
CourseraJun, 2023- Sep, 2024 -
Project Initiation: Starting a Successful Project
CourseraMar, 2022- Sep, 2024 -
Foundations of Project Management
CourseraDec, 2021- Sep, 2024
Experience
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BPA Financial Group
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Canada
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Financial Services
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1 - 100 Employee
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Pension Administrator
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Dec 2021 - Present
The foundation of this role is the ongoing administration of our client’s pension plan and implementing the applicable pension plan texts, provisions and legislations as well as the internal practices to the member’s entitlement. These include calculations for terminations, retirements, pre-retirement deaths and marriage breakdowns. In addition, instructing the custodians to authorize payments of benefit entitlements is another key responsibility. Other duties include coordinating with members, employers, union representatives, custodians and other third-party representatives concerning verifying benefit entitlements, outsourcing certain commissions, sending out correspondence documentation and data integrity. On occasion testing new pension features and procedures, and identifying process improvements. Possessing excellent communication skills and work ethic, having analytical skills and mathematical aptitude allows me to prepare packages according to the service delivery date and cohesively work with my team. Consequently, all the stakeholders are satisfied with our results which boosts their trust further in our ability to deliver remarkable quality of service to their members. Show less
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Willis Towers Watson
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Norway
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Financial Services
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Customer Service Representative, Pensions
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May 2021 - Oct 2021
This role focuses on professionally responding to members about their inquiries/concerns to their defined benefit pension plan. Therefore, actions must be taken promptly to adhere to the Service Centre policy. In addition, thorough research must be conducted to provide the most accurate answer to meet the member’s needs. Collaborating with the administration team also occurred as we tackle complex issues and requests by members. In-depth knowledge of the fundamental understanding of the plan provisions, the pension legislation, and regulations coupled with excellent communication and analytical skills are important in providing the highest service quality to the members. As a result, my superb performance shows how reliable our company is by satisfying the member’s needs with ease and results in an increased reputation within the industry. Show less
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Manion, Wilkins & Associates Ltd.
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Canada
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Business Consulting and Services
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100 - 200 Employee
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Pension Administrative Assistant
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Jan 2020 - Aug 2020
This role is accountable for the administrative support for the preparation of terminated and retired member’s pension applications in compliance with the pension governance and procedures. This role involves reporting about the member’s application to the pension administrators as it is critical in making certain the members receive their pension accurately and abide by the regulations. It’s also important to maintain confidentiality as part of the fiduciary responsibility of the role. Possessing a thorough understanding of the pension procedure for terminated or retired members and an exceptional analytical ability and time management is necessary to assist members transition without issues or complications. Subsequently, my outstanding execution of the role increased our relationship with our clients, and was able to complete my daily responsibilities and meet deadlines that generated great results for the team. Show less
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Front Desk Receptionist
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Sep 2019 - Jan 2020
As the receptionist, the role provided office support to the operations of both the pension and contact centre team collaboratively. Also, it included assisting members with their basic issues and needs about their pension and health benefits by using the in-house database. In addition, sending out mails through interoffice courier and receiving mails and correspondence letters from others for delegation to other employees, filing and photocopying documents occurred in this role. Other duties include managing the office and boardroom inventory and data entry to the administration system. It’s important to have a detailed routine and a meticulous working space that allows you to assist all members with any issues and concerns. Furthermore, excellent communication skills and a friendly attitude are also important in developing a good relationship with the members. As a consequence, I was able to improve our reliability and dependability to our clients due to the lack of issues the members experienced. Show less
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ALDO Group
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Canada
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Retail
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700 & Above Employee
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Sales Associate/ Cashier
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Nov 2015 - Sep 2017
As a sales associate, the responsibilities included providing customers appropriate suggestions and feedback about our products. As a cashier, the duties of this position included handling cash and credit cards to execute customer transactions correctly and accurately. Strong customer service and interpersonal skills allowed me to be a successful employee in this field and by fully understanding each product and their benefits, it allowed me to sell our products assuredly that contributed to the financial growth of the store. Show less
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Education
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2015 - 2019
York University
Bachelor of Science - BS, Psychology
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