Original job description
Your Opportunity:
This Advisor position will play a key role in the strategic financial management of retirement and group benefit plans through the Employee Benefits & Retirement Programs, Centre of Expertise (EBRP COE). The EBRP COE provides administration services to the Health Benefit Trust of Alberta (HBTA), a large Employee Life and Health Trust, providing group benefit coverage to over 40 employers in the health care industry in Alberta. As a member of this high functioning, strategic group benefits and retirement savings programs team, this Advisor position is responsible for providing expert skills and advice on financial services, data analytics, and group benefit plan management to the HBTA, and Health Shared Services. This Advisor position will work collaboratively with the EBRP COE team on projects, review & assess complex program concerns, and devise & implement solutions, and other supports as required to contribute to the overall effective management of these programs. If you are looking for a position to further your knowledge, and career in accounting and group benefit renewals, we invite you to apply!
Description:
As an Advisor, on the EBRP team you will support aspects of the financial reporting and audit processes for the HBTA. This includes, but is not limited to, accounts receivable/payable, performing detailed validations and reconciliations of invoice statements, bank accounts, budget information, and calculated group benefit rates ensuring information is reliable, complete, and accurate. In addition, this position contributes to annual group benefit renewal by supporting the determination of loss ratios, trend factors, and calculations of aggregate and individual renewal rates for each benefit, and support formal presentations to internal and external partners. As a key member of the EBRP team, you will build strong relationships with diverse internal and external partners, collaborating to identify efficiencies and enhance client experience.
Transition Company: Health Shared Services Classification: Advisor Union: Exempt Unit and Program: Employee Benefits & Retirement Programs, Total Rewards Primary Location: Seventh Street Plaza Location Details: Eligible to work hybrid (on/off site) within Alberta Negotiable Location: Provincial Employee Class: Regular Full Time FTE: 1.00 Posting End Date: 05-OCT-2026 Date Available: 15-OCT-2026 Hours per Shift: 7.75 Length of Shift in weeks: 2 Shifts per cycle: 10 Shift Pattern: Days Days Off: Saturday/Sunday Minimum Salary: $31.64 Maximum Salary: $54.36 Vehicle Requirement: Not Applicable
Required Qualifications:
Degree or diploma in a related area – Business, Finance, Group Benefits, or Trust Management. Minimum 3 years’ experience in a similar role in a complex environment. Previous Financial Analyst experience. Proven ability to develop and maintain strong working relationships and work collaboratively in a team environment and meet organizational requirements under tight deadlines. Proficiency with computer programs, including Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams, and SharePoint). Demonstrates independent, critical thinking, strong interpersonal and communication skills. Ability to work with others to achieve common goals and objectives.
Additional Required Qualifications:
As required.
Preferred Qualifications:
Holds or working towards Certified Employee Benefit Specialist (CEBS) designation and/or Chartered Professional Accountants (CPA) designation. Understanding of employee group benefit and retirement programs.
More about this job
Responsibilities
Support financial reporting and audit processes for the Health Benefit Trust of Alberta, including accounts receivable and payable, reconciliations, and validation of financial and benefit-rate information. Contribute to annual group benefit renewals by analyzing loss ratios and trends, calculating renewal rates, presenting findings, and collaborating with internal and external partners to improve program management and client experience.
Requirements
Requires a degree or diploma in a related field and at least three years of experience in a similar role in a complex environment, including prior Financial Analyst experience. Candidates should have strong collaboration, relationship-building, communication, critical-thinking, and Microsoft Office skills; a CEBS or CPA designation and knowledge of employee benefit and retirement programs are preferred.
Skills
- Financial Reporting
- Audit Support
- Accounts Receivable
- Accounts Payable
- Financial Analysis
- Data Analytics
- Reconciliation
- Invoice Validation
- Budgeting
- Group Benefits Management
- Benefit Renewal Calculations
- Loss Ratio Analysis
- Rate Calculation
- Microsoft Office
- Critical Thinking
- Relationship Management
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Data & Analytics
- Healthcare
- Human Resources
Keywords
- Employee Benefits
- Retirement Programs
- Health Benefit Trust
- Financial Services
- Financial Reporting
- Audit
- Accounts Receivable
- Accounts Payable
- Financial Analyst
- Data Analytics
- Group Benefit Plan Management
- Invoice Validation
- Reconciliation
- Bank Accounts
- Budgeting
- Group Benefit Rates
- Annual Benefit Renewal
- Loss Ratios
- Trend Factors
- Renewal Rates
- Microsoft Office Suite
- Outlook
- Word
- Excel
- PowerPoint
- Teams
- SharePoint
- CEBS
- CPA
- Health Care
