Aabha Kandhari

Experience

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  Citizens

  Feb 2020 - Jul 2021

  Financial Services Representative
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  TELUS Health | TELUS Santé

  Aug 2021 - Nov 2023

  1.Performs standard pension benefit calculations (retirements, terminations, etc.) in accordance with plan rules and legislative requirement 2.Oversees of year-end activities; i.e annual pension statement, tax slip preparation and generation of PA etc.3.Works with pension databases and TELUS Health's internal software/systems. Worked on client with various pension plans. Worked and advised on various enhancements within the plans and conducted education sessions to increase awareness within the company.4.Receives and responds to routine plan enquiries and requests from clients. 5.Peer reviews the day-to-day work of Pension Analyst and provide necessary trainings as required. Show less 1. Processed interfund transfers, contributions, withdrawals and terminations for clients.2. Worked with clients to produce year end reports like Statements, Worked on PA, PSPA etc. 3. Responded to plan member and client inquiries and requests in a timely manner, worked on the inquiries independently and resolved them. 4.Enters, updates and audits information; performs and proofs transactions on in-house software. Worked with Auditors and provided the necessary information.5.Liaises with consultants, trust companies and investment manager representatives concerning clients’ DC plans. Advise6.Worked with Finance team and perform reconciliations on a monthly basis.7.Keeps apprised of applicable new and existing pension, tax and securities legislation; shares knowledge with the team.8.Attends internal training sessions to build knowledge of industry topics and trends. 9.Ensures that service standards are attained with every client. Show less

  • Senior pension analyst

    Aug 2022 - Nov 2023

  • Pension Analyst

    Aug 2021 - Jul 2022
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  Sobeys

  Nov 2023 - now

  Pension Advisor

  1. Performed analysis and made recommendations regarding the effectiveness of retirement programs.2. Worked with large sets of data.3. Identified gaps in established processes and developed requirements on the basis of increasing efficiency and automating various processes for Pensions.4. Researched opportunities and market changes relating to retirement program design, execution and experiences.5. Worked with vendors and manage processes to ensure SLA compliance.6. Analyzed data from a 50k+ retail employee population to identify education needs and enrollment gaps; developed strategies and collaborated with vendors to enhance employee education and increase plan enrollments.7. Assist in advancement of a culture that integrates retirement planning into regular board discussions. Prepared and delivered reports to senior leadership included but not limited to Pension committee, the Pension Investment council.8. Worked on a project to enhance the plan aiming to improve retention and engagement.9. Conducted cost analysis for franchisees considering pension options for their employees, advised them with various options available and benefits of the plans.10. Managed daily escalations, collaborated with vendors to resolve issues swiftly, handled government filings (e.g., Form 7, Form 21, PA’s, annual statements, PSPA’s), and performed Defined Benefit calculations and package verifications. Show less