James West Email and Phone Number
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James West personal email
An accomplished business leader with over 20 years pension operational experience. A proven track record excelling in system design, development and implementation resulting in improved service delivery and quality. Successfully deployed new online portal providing an enhanced digital experience for all users. Key focus on operational risk and compliance with a 99% success factor. Data specialist in reporting metrics, benchmarking studies and analysis to drive decision making and system design.
Cem Benchmarking Inc.
View- Website:
- cembenchmarking.com
- Employees:
- 35
-
Member Of Pabs CrewCem Benchmarking Inc. Sep 2022 - PresentProduct Manager for Voice of the Customer, member of Pabs crew with focus on delivering insight reports to clients. -
DirectorOpseu Pension Trust Jan 2016 - Oct 2021 -
Director, Operations Member ExperienceOptrust Jan 2016 - Oct 2021Toronto, Ontario, CanadaResponsible as the business lead for all technology development and implementation for Member Experience. Complete oversight for the development and monitoring of operational risk, compliance and internal audit programs within Member Experience. Ownership of all KPI reporting and analysis, member satisfaction surveys and benchmarking studies.Technology Projects-coordinated, managed, coached and oversaw technology projects from start to finish including change management- complete oversight from business requirements for technology upgrade Oracle 10g to 12c, on time and on budget- development of new online portal for members working with multi-disciplinary teams; legal, compliance, risk, communications, security- led focus groups for Members, Employers and Staff incorporating feedback and developed all training materials-strong vendor relationship experience; embedded with the developers team and helped design new online product-successfully migrated over 40,000 existing users to new portal and brought new users onboard providing an enhanced digital experienceOperational Risk- responsible for building and delivering an operational risk program for Member Experience as well as monitoring program once operational- experience with building program in Resolver Core- diligent at conducting a comprehensive review of people, systems and process risk-successfully reduced risk exposure with a resulting score of 88%Audit- responsible for all internal and external audits within Member Experience-worked closely with auditors identify gaps and implementing solutions to close all gapsCompliance-responsible for all regulated compliance reporting, comprehensive and timely reporting-achieved 99% compliance reporting for Member ExperienceKPI- achieved an overall 9/10 Member satisfaction score- received Recognition awards for accuracy of data- moved OPTrust into top 3 in service scores globally in CEM Benchmarking Survey -
Manager, Quality Assurance & Support ServicesOptrust Mar 2012 - Dec 2015Toronto, Ontario, CanadaResponsible for Monthly Pension Payroll for over 40,000 members, including international tax treaties and payments. Ownership for all year-end activities and statements including T4A´s, Annual Pension Statement for Members, Biannual Statement for Retirees, Annual Statements for Deferred Members. Control of all quality assurance and validation of Member and Retiree Transactions. Ownership of the Retirement and Pension Estimate process.Pension Payroll- monthly 99% accuracy- comprehensive review of payroll process resulting in retirees receiving annual statement three weeks prior to payment date- enhanced measures implemented to reduce fraud- redesigned insured benefits reporting reducing the existing one month delay for new retirees and dependents- implemented new insured benefit program with optional upgrades with 100% accuracyRetirements- comprehensive review resulting in removing pain points for members and staff- introduced electronic retirement kit providing members with an enhanced digital experience- eliminated late pensions with enhanced monitoring tool for staff- implemented an early retirement planning tool for members that allowed members to maximum retirement optionsQuality Assurance- monthly reporting of common errors and enhanced both training and training materials with end goal of a 97% pass rate for most activitiesYear End Reporting- ownership all of year end regulatory filings, T4A´s, Annual Pension Statement, Biannual Retirement Statements, with improved delivery timesOther- Responsible for implementing Centre of Excellence program with 10 deliverables all resulting in improved service delivery times and an overall improved satisfaction score of 9/10 -
Manager, Data Management GroupOptrust Jan 2009 - Feb 2012Toronto, Ontario, CanadaResponsibilities encompassed all interactions with contributing Employers, working with onboarding new Employers, part of Employers development team for new payroll and HR systems and management of all data received from Employers for pension purposes.Employer Relations- built strong relationship with Employers by introducing regular onsite meetings with Employers and by building and delivering an Employer Training Program- implemented case initiation strategy based on data elements received from data feed removing the need for completion of paper forms- implemented an automated process for gathering prior service information removing the need for time consuming paper forms- experience with onboarding new employers from initial meetings, to training and educations and all follow up resulting in a positive experience for new employersCase Processing- lead a team of 12 staff- managed the data review step for all case types- developed and implemented a data test tool to automatically identify discrepancies improving accuracy and removing significant time of manual review process- reduced time for every case in department and in most cases from 3 days to 1 dayYear End Processes- ownership of data extract, review and clean up for annual valuation- responsible for completion of Annual Information Return filing- responsible for all data clean up for Annual Pension Statement- responsible for completing of data requirements for all benchmark studies -
Manager, Client ServicesOptrust May 2001 - Dec 2008Toronto, Ontario, Canada- managed a team of 12 responsible for processing all member transactions- oversite of all calls from members and retirees -
Benefits SpecialistOptrust May 1998 - Mar 2001Toronto, Ontario, CanadaTeam Lead as part of the Member Experience group processing complex cases, training team mates, external presentations to Members. -
Course InstructorSheridan College Sep 1988 - Apr 1999Brampton, Ontario, CanadaPart-time Instructor in the Continuing Education Program with primary focus in Accounting. -
Pension Payroll AnalystOptrust Sep 1997 - Feb 1998Toronto, Ontario, Canada -
Office ManagerToronto Shell Aerocentre Jun 1991 - Aug 1997Greater Toronto Area, Canada
James West Education Details
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Life Skills Coaching -
Prosci CanadaChange Management -
Certified Employee Benefits Specialist Cebs -
Pension Plan Administration (Ppac) -
Finance, General -
Leadership And Management
Frequently Asked Questions about James West
What company does James West work for?
James West works for Cem Benchmarking Inc.
What is James West's role at the current company?
James West's current role is An accomplished business leader with over 30 years pension operational experience..
What is James West's email address?
James West's email address is jw****@****ust.com
What schools did James West attend?
James West attended George Brown College, Prosci Canada, Dalhousie University, Humber College, Wilfrid Laurier University, Athabasca University Faculty Of Business.
Who are James West's colleagues?
James West's colleagues are Norayr Vardanyan, Wladimir Hinz Baralt, Christopher Doll, Kevin Vandolder, Mba, Cfa, Beth Marta, Cfa, Mba, Quentin Spehner, Franco Wang, Cfa.
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