Territory Manager

Description:

The Trust Management Coordinator supports the Trust Management team in delivering high-quality governance and operational support to Trustees and Plan members. The role involves preparing meeting materials, tracking action items, analyzing data, and supporting pension plan administration while improving efficiency and performance across the team.

Key Responsibilities:

• Manage an assigned portfolio of Plan Sponsor and Trust clients, providing day-to-day governance support

• Draft meeting agendas, notices, and compile complete meeting packages

• Publish and manage permissions in OnBoard, ensuring accurate version control and item mapping

• Update Action Register post-meeting, track progress, and coordinate required follow-ups

• Prepare analyses for Trustee decisions (claims trends, contribution-rate modeling, investment income, etc.)

• Maintain tracking workbooks for contributions, claims, reserves, and other financial metrics

• Assist with claims analytics and translate insights for Trustees

• Support annual renewal/marketing process, including data compilation and carrier proposal comparisons

• Track and report KPIs, escalating exceptions as necessary

• Provide clear options and articulate risks to support well-documented Trustee decisions

• Assist with pension plan administration in conjunction with internal and external professionals

Qualifications:

• Post-secondary degree or diploma in Financial Management, Business Administration, HR, or related field

• 2–5 years of relevant experience (preference for 5+ years)

• Strong analytical skills and attention to detail

• Proficiency in Microsoft Office (Excel and Word)

Desired Characteristics:

• Ability to solve complex problems and translate insights into actionable recommendations

• Strategic, critical, and creative thinking skills

• Strong verbal and written communication skills

• Excellent organizational skills and ability to manage multiple priorities

• Intellectual curiosity and interest in strategy, product development, and continuous improvement

• Values-driven, data-informed decision-making approach

Additional Requirements:

• Hybrid work arrangement

• Commitment to collaboration, innovation, and Union Benefits’ values

• Support for accessible and accommodating recruitment process