Collingwood, ON | Hybrid/Remote
Salary: $55,000 - $60,000 per year
Who We Are
Owen & Associates is a people-first advisory firm specializing in employee benefits, retirement solutions, and plan administration. Our purpose is to take care of people, and we bring that to life through trusted guidance for organizations of all sizes, including some of the world’s most recognized technology companies. With almost 30 years of success and a team of more than 60 employees across Canada, we continue to grow year after year, driven by our people, our expertise, and our collaborative culture.
Learn more at: https://owenandassoc.com
The Opportunity
We're looking for a detail-oriented Retirement Administrative Coordinator to support our Retirement Consulting team. This role is ideal for someone who is highly organized, comfortable working with data and documents, and enjoys helping consultants deliver accurate, professional work to clients.
In this role, you'll provide administrative and project support for retirement plan reporting, investment fund reviews, benchmarking studies, client presentations, and consultant projects. You'll help organize information, maintain accurate records, prepare materials, and keep deliverables moving forward.
What You'll Be Doing
Retirement Plan Reporting & Analysis
- Prepare retirement plan reports with support from the Retirement Practice Lead.
- Collect, validate, and analyze retirement plan data to identify key insights, trends, and opportunities.
- Assist with CAP governance reviews, reporting, and related client deliverables.
Benchmarking & Market Research
- Conduct retirement plan benchmarking studies, including comparisons of plan design, fees, investment options, and market practices.
- Research industry trends, investment markets, retirement plan developments, and legislative or regulatory updates.
Fund Reviews & Consultant Support
- Analyze investment fund performance and prepare fund review materials.
- Support consultants with client presentations, meeting preparation, and follow-up materials.
- Complete ad hoc analysis and special projects as assigned.
Tools, Templates & Process Support
- Maintain reporting templates, databases, benchmarking tools, and internal resources to support consistent, high-quality client work.
You'll Thrive in This Role If You...
- Stay Organized by managing information, priorities, and deadlines with care and consistency.
- Take Initiative by anticipating needs, identifying issues early, and bringing solutions forward.
- Use Technology Confidently to prepare documents, maintain data, and support efficient processes.
- Focus on Quality, delivering accurate, professional, and client-ready work on time.
- Communicate Clearly by providing timely updates and preparing well-organized materials.
- Support Others' Success by building trust through responsive, high-quality administrative support.
Qualifications
- Experience in an administrative support, coordination, client service, or office support role.
- Proficiency in Microsoft Office, including Word, Excel, PowerPoint, Outlook, and Teams. Comfort working with spreadsheets, templates, databases, and detailed information is important.
- Post-secondary education in office administration, business administration, or a related field is considered an asset. Equivalent practical experience will also be considered.
- Experience in financial services, retirement programs, or a consulting environment is considered an asset.
- Must successfully complete a background check.
Why Join Owen & Associates
At Owen & Associates, we're proud of the culture we've built, one that is collaborative, supportive, and focused on continuous growth.
You can expect:
- A collaborative, team-first environment where knowledge is shared and success is collective.
- A positive and professional workplace atmosphere that values respect, accountability, and strong relationships.
- A community-driven culture with opportunities to participate in charitable initiatives and team events.
- Ongoing learning and development opportunities to support your growth and long-term career progression.
- Exposure to meaningful work and the opportunity to contribute to high-quality client outcomes.
We also offer a competitive total rewards package, including benefits, retirement savings programs, and programs that support employee well-being and ongoing professional development. For job-related education, we cover the cost and provide a completion bonus to recognize your achievement.
Additional Information
This job posting is for an existing vacancy.
Artificial Intelligence (AI) and job-related assessments may be used to assist in screening applications; all employment decisions involve human review.
Equal Opportunity & Accessibility
Owen & Associates is committed to an inclusive and accessible workplace. We welcome applications from all qualified individuals. Accommodations are available upon request throughout the recruitment process in accordance with the Accessibility for Ontarians with Disabilities Act (AODA).
