The Manager, Pensions supports the Board of Trustees through pension governance, oversight of the Chamber Pension Plan’s outsourced service providers, regulatory coordination, reporting, and operational improvement. The Manager coordinates Board and Committee business, monitors service provider performance and compliance, and provides technical pension expertise to support informed decisions. The Manager reports to the Senior Manager, Business Management & Relationship Development and supervises staff assigned to the Manager’s area of responsibility. The role does not perform the day-to-day administration of pension benefits, contributions, or member transactions, which is delegated to the Plan’s outsourced administrator’s agent.
Key Responsibilities
Governance and Trustee Support
Provide technical advice and recommendations to the Board and its Committees on pension governance, legislative, regulatory, and operational matters.
Prepare and present reports, analyses, recommendations, and briefing materials to support Board and Committee decisions.
Support Trustee onboarding and continuing education on fiduciary responsibilities, the Trust Deed, the National Pensions Act, the CFA Code of Conduct, applicable regulations, and governance practices.
Assist with the development, implementation, and review of governance policies, operational frameworks, and Board-approved initiatives.
Monitor the implementation of Board decisions and report on progress and outstanding actions.
Coordinate Board, Committee, and stakeholder meetings, including Annual General Meetings and Extraordinary General Meetings.
Prepare and distribute meeting notices, agendas, and Board packs; confirm Trustee attendance; and arrange venues, virtual access, and other meeting logistics.
Record meeting minutes, maintain action item registers, and follow up on assigned actions.
Maintain governance records and electronic filing systems.
Administrative and Regulatory Coordination
Coordinate Board-approved regulatory submissions, governance correspondence, filings, calendars, and related follow-up.
Maintain Trustee, governance, compliance, contract, and operational records, including risk registers, reporting trackers, and supporting documentation.
Review invoices for completeness and supporting documentation, and maintain invoice and contract records for the relevant approval process.
Conduct administrative sampling of reports and update tracking logs to support oversight and quality control.
Contact employers and members to obtain outstanding information when directed, and refer matters requiring transaction processing to the outsourced administrator’s agent.
Provide administrative coordination for special projects.
Coordinate strategic communications, including newsletters, presentations, website content, educational materials, reports, and stakeholder messaging.
Service Provider Oversight
Monitor outsourced service providers against their contracts, service level agreements, key performance indicators, and Board expectations.
Review operational reports and identify trends, emerging risks, service issues, and opportunities for improvement.
Coordinate service provider performance meetings and track agreed actions.
Monitor the quality, timeliness, and accuracy of services delivered to the Plan.
Escalate significant service deficiencies, operational issues, and compliance concerns to the Senior Manager and Board, with recommendations for resolution.
Legislative and Regulatory Compliance
Monitor developments in pension legislation, regulations, regulatory guidance, and relevant industry practices.
Assess legislative changes and advise the Senior Manager and Board of their potential effect on the Plan.
Coordinate pension-related regulatory responses, submissions, and requests as required.
Monitor compliance with the Trust Deed, applicable legislation, Board policies, and contractual requirements.
Support internal and external audits and track the implementation of agreed recommendations.
Ensure compliance with privacy and data protection laws.
Monitoring, Analysis, and Reporting
Analyse operational reports, key performance indicators, and governance measures relating to employer compliance, member services, delinquency, unallocated funds, and service delivery.
Develop management reports, dashboards, and performance summaries for the Senior Manager, Board, and Committees.
Identify operational and governance risks and recommend corrective actions or improvements.
Continuous Improvement and Projects
Recommend improvements to governance processes, reporting, service standards, policies, procedures, and operational efficiency.
Lead or support Board-approved projects, procurement activities, automation, digital improvements, business continuity work, and other initiatives that strengthen the Plan.
Provide administrative and technical support for special projects as assigned.
Stakeholder Relations and Education
Develop and deliver presentations, seminars, and workshops on pension legislation, governance, regulatory compliance, fiduciary responsibilities, retirement planning, and relevant industry developments.
Prepare presentations for professional and membership groups, ensuring accurate representation of the Plan’s structure, performance, and membership information.
Maintain productive working relationships with regulators, service providers, employers, members, consultants, auditors, custodians, investment managers, and other stakeholders.
Represent the Plan at meetings, industry forums, conferences, and stakeholder engagements as assigned.
General
Perform other duties reasonably assigned by the Senior Manager or Board of Trustees, consistent with the nature and seniority of the position.
Qualifications and Experience
Bachelor’s degree in Business Administration, Finance, Accounting, Law, Public Administration, or a related discipline.
At least five years of progressively responsible experience in pensions, governance, compliance, financial services, regulatory oversight, or a related field.
Demonstrated knowledge of the National Pensions Act, related regulations, governance principles, and fiduciary responsibilities.
Experience coordinating Board or Committee meetings, preparing minutes and reports, and maintaining governance records.
Experience supervising staff or coordinating the work of a team.
A professional designation in pensions, governance, compliance, finance, risk management, or a related field is an asset.
