Senior Pension Analyst, Employer Services

3 weeks ago

Toronto, Ontario, Canada CAAT Pension Plan Full time

At CAAT, we're passionate about what we do. And it shows

Here, you'll find a cultural spark in everything we do – from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn't just feel different at CAAT. It is different. We're one of the fastest-growing pensions in the country for a reason. We challenge the status quo, making a real impact on the hundreds of employers we serve – from education institutions to major corporations and household brands. And we're just getting started. Driven by core values and a shared purpose, we're fierce champions for better retirement security, known for our can-do culture where everyone plays a role in bringing our vision to life. If this sounds like a fit, we'd love you to be a part of it.

About the Role:

We are seeking a Senior Pension Analyst, Employer Services to be the front-line pension administrator responsible for providing employers with technical support and guidance to facilitate the administration of the CAAT Pension Plan.

This role is responsible for performing annual data management, member statement activities and contribution reconciliation processing. The Senior Pension Analyst acts as a role model and mentor to Employer Services team members, supports training new staff, and is a contact within the team to assist with complex questions, escalated or high-profile cases.

As the Newest Member of our Team, You'll:

  1. Process and complete data management and statement activities to deliver pension administration services in accordance with established service standards, processes, and procedures.
  2. Perform the data collection process to ensure member data is accurate.
  3. Perform activities relating to annual member statements and contribution reconciliation processes.
  4. Perform the monthly data exchange with employers and production of monthly follow-up letters to non-members to support enrolment protocols.
  5. Provide day-to-day support to Employer administrators, responding to questions and providing technical support where required; liaise with internal staff to be able to provide responses in a timely basis.
  6. Conduct monthly status meetings with each assigned Employer, tracking and resolving issues to achieve high level of client satisfaction with Plan services.
  7. Support Pension Analysts with escalated queries from Employers.
  8. Investigate issues involving Team Lead, Manager, Policy, and Senior Management, as required, and escalates issues as appropriate with management.
  9. Plan and participate in employer training for individual employers and group sessions comprising the Employer Education program.
  10. Participate in Member presentations as a supporting Pension Analyst for member discussions and conducting on-site Employers visits.

To Succeed, You Bring:

  1. A College Diploma or University Degree, as well as one of the following designations: CEBS, PPAC, or CBP.
  2. Minimum five (5) years experience in MEPP or public sector pension administration, or with an outsourcing service provider; understanding of pension administration systems and working with pension plan texts.
  3. Strong analytical skills, as well as attention to detail, and mathematical aptitude.
  4. Excellent problem solving and time management skills.
  5. Excellent oral and written skills.
  6. Proficiency in advanced Excel functions and data analysis techniques.
  7. Fluency in French is an asset.

At CAAT, we believe innovation, passion, and purpose are ingredients for a great work environment. We're incredibly proud of our people and the remarkable impact they have as catalysts for change. We're committed to attracting and keeping great talent, which means competitive compensation, exceptional benefits, and an environment where people can grow and thrive. When you work with CAAT, you'll enjoy:

  1. Opportunities to Build a Better You: We never stand still. As we grow, so do you. Enjoy a place that provides endless opportunities to learn and master your skills while cultivating new ones.
  2. Comprehensive & Holistic Care: Be at your best with a Total Rewards program that feeds and prioritizes your physical, mental, and financial wellness. From flexible work arrangements, comprehensive benefits to wellness incentives, and a defined benefit pension plan – we have you covered.
  3. A Place to Collaborate and Win: We've built a lively environment where creativity and open communication thrive. It's why we're consistently recognized as one of 'Canada's Most Admired Corporate Cultures', one of 'Greater Toronto's Top Employers', and one of the 'Best Places to Work'.
  4. Work that Truly Matters: You're giving Canadians the opportunity for better retirement security, and organizations the chance to do more.

If you believe that Canadians deserve a future where a secure lifetime retirement income contributes to their financial and overall well-being, then CAAT could be the right fit for you. Start your journey with us today. Apply now.

Learn more about us by visiting www.caatpension.ca/careers

Diversity, Equity, Inclusion, and Belonging (DEIB):

DEIB at CAAT means we respect and value the broadest range of experiences, geographies, gender, ethnicities, backgrounds, and perspectives as key elements of our culture. Our vision is to provide an environment where employees can bring their best, professional, authentic selves to work.

CAAT Pension Plan is an equal opportunity employer, and we will accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code. Hiring processes will be modified to remove barriers to accommodate those with disabilities, if requested. Should any applicant require accommodation through the application processes, please contact us at hr@caatpension.ca or call Human Resources at 416-673-9000 for assistance.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Analyst and Finance

Industries: Financial Services and Pension Funds

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