Senior Pension Analyst, Merged Plans

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 Senior Pension Analyst Merged Plans 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.

The Merged Plans team works with Third Party Administrators who perform administrative duties and interact with CAAT for review sign off questions and ensure same standards are maintained.

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 Merged Plans 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 Youll:

• Process and complete data management and statement activities to deliver pension administration services in accordance with established service standards processes and procedures.
• Perform activities relating to annual member statements and contribution reconciliation processes including testing of annual statement results from third parties and updates of templates as required.
• 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.
• Conduct monthly status meetings with each assigned Employer tracking and resolving issues to achieve high level of client satisfaction with Plan services.
• Support Pension Analysts with escalated queries from Employers collaborating with cross-functionally as required.
• Become expert in plan provisions of assigned employers facilitate onboarding of new merger assigned employers as well and participate in activities related to asset transfer.
• Plan and participate in both Member and Employer presentations and trainings both virtually and in-person.

To Succeed You Bring:

• 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.
• A College Diploma or University Degree is required with one of the following designations considered an asset: CEBS PPAC or CBP
• Strong analytical skills as well as attention to detail and mathematical aptitude
• Proficiency in advanced Excel functions and data analysis techniques.
• The proven ability to problem solve and time manage.
• Excellent oral and written skills.

The target hiring salary for this position is $96800.00-$113800.00. Placement within our salary range will be based on factors such as internal equity market conditions and the candidates experience skills and qualifications relevant to the role.

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 artificial intelligence tools are used to screen assess or select applicants for this position. Artificial intelligence tools may be used to help recruiters identify potential candidates on external platforms. All hiring decisions are made by human reviewers.

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 or call Human Resources at for assistance.

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