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Owen & Associates

Administrative Coordinator

Collingwood, ON, L9Y 4R3, Canada

Salary: $55,000 - $60,000 per year · Full-time

Apply on owenandassoc.bamboohr.com About employer

Applications open in a new tab.

Job details

Pay: Salary: $55,000 - $60,000 per year
Job type: Full-time
Posting language: English
Posted: Nov 13, 2026

Original job description

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).

Apply on owenandassoc.bamboohr.com About employer

More about this job

Responsibilities

The Administrative Coordinator will provide project and administrative support for retirement plan reporting, investment fund reviews, and benchmarking studies. They will also assist consultants with client presentations, data validation, and the maintenance of internal reporting templates.

Requirements

Candidates should have experience in an administrative, client service, or office support role with proficiency in Microsoft Office applications. Post-secondary education in office or business administration is considered an asset, as is experience in financial services or retirement programs.

Skills

Administrative support
Data analysis
Retirement plan reporting
Benchmarking
Investment fund review
Microsoft Office
Excel
PowerPoint
Project support
Client presentations
Record keeping
Communication
Attention to detail
Time management
Research

Benefits

Retirement savings programs
Professional development
Education cost coverage
Completion bonus
Health benefits

Visa sponsorship

Not detected in the job text

Keywords

Administrative Coordinator
Retirement Consulting
CAP governance
Benchmarking studies
Investment fund performance
Data validation
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Microsoft Teams
Financial services
Retirement plans
Reporting templates
Market research
Client deliverables
Regulatory updates
Project support
Office administration
Business administration

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