HR Specialist, Savings Programs

Job Title: HR Specialist, Savings Programs
Location: Toronto, ON (Hybrid)
Estimated Duration: 6 Months

Position Title: HR Specialist, Savings Programs (Contract)
Department Overview
Join a dynamic team dedicated to enhancing colleague well-being. As part of our Retirement, Benefits, and Well-being (RBW) team within Total Rewards, you’ll help design and deliver programs that empower colleagues to stay physically thriving, mentally flourishing, financially secure, and socially connected.
 
Role Overview
Reporting to the Senior Manager, DC & Savings Plans, this role supports the execution of key activities related to client’s Employee Ownership Plan (EOP).
The HR Specialist, Savings Programs will coordinate the wind-down of inactive EOP accounts, including follow-up with former plan members, issue resolution, and supporting the delivery of payments. The role also supports work related to unclaimed balances by conducting research, gathering information, and helping track and organize inputs from partners.
This role works closely with service providers, trustees, and internal partners across RBW, Finance, Legal, and Operations. It requires strong organization, attention to detail, and the ability to manage multiple activities while addressing issues as they arise.
 
Key Accountabilities

• Coordinate EOP wind-down activities
• Support the execution of plans to close inactive EOP accounts by tracking activities, following up on outstanding items, and helping ensure timelines are met
• Manage member follow-ups and inquiries
• Conduct outreach to former plan members regarding outstanding payments (e.g., uncashed cheques), respond to inquiries, and work with delivery teams to resolve issues
• Support payment coordination and issue resolution
• Work with service providers and internal teams to facilitate payments and help resolve exceptions, discrepancies, or processing issues
• Work with internal and external partners
• Coordinate with RBW, Finance, Legal, Operations, service providers, and trustees to support day-to-day activities and address operational questions
• Assist in locating missing plan members
• Use internal tools and external search firms to help confirm contact information and support outreach efforts
• Support work related to unclaimed balances
• Conduct research, gather data, and organize information to support the development of longer-term approaches and processes
• Track progress and maintain reporting
• Maintain trackers and provide regular updates on status, outstanding items, and risks
• Identify and escalate issues
• Recognize gaps or challenges in execution and raise issues or risks to management in a timely manner

 
Job Requirements

• University degree and 5+ years of experience in HR, pensions, benefits, finance, or a related role
• Experience supporting or coordinating activities involving multiple stakeholders
• Strong attention to detail, with the ability to review information across sources and identify issues
• Strong organizational skills and ability to manage multiple tasks and follow through on outstanding items
• Comfortable working with plan members, service providers, and internal partners to resolve issues
• Understanding of pension or savings plans is an asset
• Strong communication skills, with the ability to provide clear and concise updates
• Proficiency in Microsoft Office tools (Excel, PowerPoint, Word), including tracking and reporting

MUST-HAVE Hard Skills:

• Strong communication skills
• Strong excel
• Workday / success factors experience
• Pension/ Benefits experience
• Project management experience
• Problem solving
• Relationship management experience

SOFT SKILLS:

• Attention to detail
• Great personality – upbeat and reliance

NICE-TO-HAVE

• Call center experience