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Pension Analyst, Employer Services
2 weeks ago
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** Pension Analyst, Employer Services,**to serve as a key point of contact for employers participating in the CAAT Pension Plan. In this role, you will provide technical guidance and day-to-day support to ensure accurate and efficient plan administration. You will also contribute to critical processes such as contribution reconciliation, annual member data collection, and member statement preparation.
**As the Newest Member of our Team, You’ll**:
- Serve as the primary point of contact for a portfolio of assigned employers, providing day-to-day technical support and guidance on plan administration.
- Build and maintain strong employer relationships through regular check-ins, including monthly status meetings to track progress, resolve issues, and ensure high client satisfaction.
- Deliver structured education and training sessions to employers to support understanding of plan rules, processes, and tools.
- Support the reconciliation of pension contributions and perform data analysis to ensure accuracy, compliance, and timely resolution of discrepancies.
- Collaborate on system updates and identify opportunities to streamline and enhance the effectiveness of pension administration workflows.
- Participate in the annual data collection process and contribute to the preparation and validation of annual member statements.
- Work closely with colleagues in Employer Services to review service deliverables, controls, and operational processes, identifying areas for continuous improvement.
- Maintain up-to-date knowledge of plan provisions, legislative requirements, and internal policies to ensure accurate and compliant employer support.
**To Succeed, You Bring**:
- A College Diploma or University Degree in Finance, Business, or a related field.
- At least two (2) years of experience in MEPP or public sector pension administration, or with an outsourcing service provider; with working knowledge of pension systems, plan texts, and applicable legislation.
- Demonstrated experience managing employer or client relationships, including resolving issues, delivering presentations, and facilitating training sessions is considered a strong asset.
- Proven ability to process a wide range of pension transactions, including terminations, retirements, deaths, transfers, buybacks, and year-end statements.
- Strong analytical and mathematical skills, with hands-on experience in data analysis and working with pension contribution files.
- Proficiency in Microsoft Excel and other Microsoft Office tools, with the ability to manage and interpret complex data sets.
- Excellent communication and relationship-building skills, with the ability to manage competing priorities in a fast-paced environment.
- 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:
- ** 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.
- ** 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.
- ** 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’_.
- ** Work that Truly Matters.** You’re giving Canadians the opportunity for better retirement security, and organizations the chance to do more.
**Diversity, Equity, Inclusion, and Belonging (DEIB)**:
DEIB at CAAT means w
