
Continuous Improvement Specialist, Pension Solutions
- Montreal, QC
- Permanent
- Full-time
- Identify all the required variables (primary plan environment, system version, target population, etc.)
- Design the specification document detailing the functional and technical requirements Collaborate with the Customer team to identify test cases;
- Document impacts (Business Case)
- Ensure the quality of solutions through rigorous testing in UAT environment
- Analyze and document existing Excel tools used by Customer Support Teams
- Identify areas of opportunity for optimization and automation of existing processes
- Propose integrated solutions to optimize Excel-based processes
- Propose improvements to existing Excel files
- Harmonize and standardize the various Excel tools to ensure consistency and facilitate maintenance
- Identify tested scenarios
- Collaborate with customer teams to identify missing scenarios based on pension plan rules, incoming and outgoing data interfaces (In/Out), and any other services on the administration side
- Integrate missing test cases into automated testing processes
- Identify recurring manual communications to automate them
- Identify manual cases for benefit statements and annual statements and see if they can be automated
- Organize job shadowing sessions with Customer Support Teams to understand operational realities
- Identify repetitive tasks and align them with Business Best Practices (BBP)
- Revise tool and process user guides to suggest improvements
- Analyze the impact of legislative and administrative changes on existing systems and recommend necessary adjustments
- Analyze different reports
- Implement specific interventions with Customer Support Teams to optimize performance ratings
- Initiate improvement projects related to targeted interventions
- Track progress of targeted teams
- Minimum 2 years of experience in pension administration
- Excellent communication skills in both spoken and written French and English
- Work experience in a Client team
- Advanced knowledge of Microsoft Office Suite (especially Excel - intermediate level)
- Knowledge of Lean/Six Sigma methodologies (an asset)
- Experience with automation tools (Power BI, Power Automate) is an asset
- Be recognized for your analytical and synthesis skills (good communicator)
- Demonstrate thoroughness, initiative, organization and professionalism in your work and master problem resolution
- Work independently, manage priorities and meet deadlines in a changing environment
- Have good ability to interact effectively with various stakeholders and adapt to different communication styles
- Collaborating with a dynamic team
- Thriving through challenging deals and projects
- Working hybrid, in-office and work from home, or fully work from home
- Benefiting from a flexible schedule