Pension Analyst, Merged Plans (Contract)
Pension Analyst, Merged Plans (Contract)
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Job Description
At CAAT were passionate about what we do. And it shows!
Here youll 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 doesnt just feel different at CAAT. It is different. Were 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 were just getting started. Driven by core values and a shared purpose were 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 wed love you to be a part of it.
About the Role:
We are seeking a Pension Analyst to join our Merged Plans team and support the day-to-day administration of the CAAT Pension Plan. This role is ideal for someone who thrives in a detail-oriented environment and enjoys working with data systems and people to deliver exceptional pension services.
The Pension Analyst plays a key role in processing member transactions supporting third-party administrators and ensuring compliance with plan provisions and legislation.
Please Note: This is a contract role ending in February 2027.
As the Newest Member of our Team Youll:
Process purchase requests payments and member transactions (e.g. terminations retirements survivor benefits transfers buybacks estimates).
Review and support transactional activities handled by third-party administrators.
Update member data and calculate entitlements based on plan rules and legislation.
Prepare and communicate pension transfer letters costings and option documents.
Use workflow tracking tools to meet service standards.
Respond to member and employer inquiries via phone email and walk-ins.
Liaise with client service representatives to resolve complex inquiries.
Maintain up-to-date knowledge of the Plan text legislation and internal policies.
Participate in structured training and cross-functional collaboration.
Support audit activities and quality processes.
Identify and contribute to process improvements and documentation updates.
Provide subject matter expertise to projects and tasks as needed.
To Succeed You Bring:
College Diploma or University Degree; CEBS PPAC or CBP designation preferred.
Minimum of 2 years of experience in MEPP or public sector pension administration or with an outsourcing service provider.
Strong understanding of pension administration systems and plan texts.
Proficiency in processing member transactions and using Microsoft Excel.
Analytical mindset with mathematical aptitude and attention to detail.
Excellent problem-solving time management and communication skills.
Ability to work independently and collaboratively in a fast-paced environment.
At CAAT we believe innovation passion and purpose are ingredients for a great work environment. Were incredibly proud of our people and the remarkable impact they have as catalysts for change. Were 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 youll 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: Weve built a lively environment where creativity and open communication thrive. Its why were consistently recognized as one of Canadas Most Admired Corporate Cultures one of Greater Torontos Top Employers and one of the Best Places to Work.
- Work that Truly Matters. Youre 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 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 or call Human Resources at for assistance.
Required Experience:
IC
Employment Type
Full-Time
