Processing Analyst (Contract until November 2027) at CAAT Pension Plan | CA | Rezi

Processing Analyst (Contract until November 2027) at CAAT Pension Plan

Processing Analyst (Contract until November 2027)

CAAT Pension Plan · CA

2 weeks ago

Processing Analyst (Contract until November 2027)

CAAT Pension Plan · CA

18 days ago
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About the Role

The Processing Analyst will join the Member Services team, executing key operational tasks to support pension delivery integrity and efficiency. This role ensures member, employment, and personal information accuracy, reviews documentation, and manages timely communications.

Responsibilities

  • Process and update member data, including demographic changes, employment status, and personal information, ensuring accuracy and completeness in the pension administration system.
  • Support pension administration transactions, including enrolments, compliance activities, and leaves of absence.
  • Investigate and follow up on missing or inactive members using internal tools and available resources, coordinating escalations as needed.
  • Receive, sort, and process incoming mail, printed materials, folders, documents, and cheques.
  • Review and validate incoming documentation to ensure completeness, legibility, and alignment with plan requirements.
  • Draft and send clear, professional correspondence to members or third parties to resolve outstanding documentation issues, gather missing information, or clarify submissions.
  • Respond to inquiries and collaborate with internal teams to ensure required documents are collected, reviewed, and uploaded.
  • Assist in updating standard operating procedures and internal job aids as processes evolve.

Requirements

  • Post-secondary education in business administration, finance, or a related field.
  • 1-3 years of experience working within financial services, pension administration, public sector pension administration, or a related service environment.
  • Strong attention to detail, excellent analytical skills, time management skills, and a mathematical aptitude.
  • Excellent communication, teamwork, and attention to detail.
  • A customer-focused mindset and the ability to pivot.
  • Proficiency with Excel and a technical aptitude.
  • Understanding of pension administration systems, pension plan tests, and applicable legislation is considered an asset.
  • CEBS or PPAC Certification is considered an asset.

Skills

  • Excel
  • Communication
  • Teamwork
  • Attention to detail
  • Analytical skills
  • Time management
  • Mathematical aptitude
  • Customer-focused mindset
  • Technical aptitude

Location

  • Remote

Work Type

  • Full-time

Experience Level

  • 1-3 years

Education Level

  • Post-secondary education in business administration, finance, or a related field.

Salary/Compensations

  • $57,800.00-$68,000.00

Benefits

  • Opportunities to learn and master skills
  • Comprehensive and holistic care
  • Total Rewards program
  • Flexible work arrangements
  • Comprehensive benefits
  • Wellness incentives
  • Defined benefit pension plan
  • Lively environment where creativity and open communication thrive

About the Company

  • CAAT is passionate about its work, fostering a cultural spark through collaboration and growth.
  • It is one of the fastest-growing pensions in the country, challenging the status quo and making a real impact.
  • The company is driven by core values and a shared purpose to champion better retirement security.
  • CAAT believes innovation, passion, and purpose are ingredients for a great work environment.
  • They are committed to attracting and keeping great talent with competitive compensation, exceptional benefits, and an environment where people can grow and thrive.
  • CAAT is 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’.

Equal Opportunity

  • DEIB at CAAT means respecting and valuing diverse experiences, geographies, gender, ethnicities, backgrounds, and perspectives.
  • The 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.
  • They will accommodate 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.
  • Applicants requiring accommodation through the application processes should contact hr@caatpension.ca or Human Resources at 416-673-9000 for assistance.