Pension Analyst, Employer Services (18-Month Contract, Two Vacancies) at CAAT Pension Plan | CA | Rezi

Pension Analyst, Employer Services (18-Month Contract, Two Vacancies) at CAAT Pension Plan

Pension Analyst, Employer Services (18-Month Contract, Two Vacancies)

CAAT Pension Plan · CA

3 weeks ago

Pension Analyst, Employer Services (18-Month Contract, Two Vacancies)

CAAT Pension Plan · CA

24 days ago
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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.

Responsibilities

  • 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.

Requirements

  • 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.

Skills

  • Pension administration
  • Client relationship management
  • Data analysis
  • Microsoft Excel
  • Microsoft Office
  • Communication
  • Relationship-building
  • Problem-solving

Location

  • Remote
  • Hybrid

Work Type

  • Full-time

Experience Level

  • 2+ years

Education Level

  • College Diploma
  • University Degree

Salary/Compensations

  • $73,200.00 - $86,100.00

Benefits

  • Opportunities to learn and master skills
  • Total Rewards program
  • Flexible work arrangements
  • Comprehensive benefits
  • Wellness incentives
  • Defined benefit pension plan
  • Collaborative environment

About the Company

  • At CAAT, we’re passionate about what we do and have a cultural spark in everything we do.
  • We are one of the fastest-growing pensions in the country.
  • We challenge the status quo, making a real impact on the hundreds of employers we serve.
  • We are driven by core values and a shared purpose, fierce champions for better retirement security, known for our can-do culture.
  • We believe innovation, passion, and purpose are ingredients for a great work environment.
  • We are committed to attracting and keeping great talent.
  • We are 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’.

Equal Opportunity

  • 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.
  • 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.