Senior Pension Analyst, Employer Services
Top Benefits
About the role
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 Senior Pension Analyst, Employer Services 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.
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 Employer Services 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, You’ll
- Process and complete data management and statement activities to deliver pension administration services in accordance with established service standards, processes, and procedures.
- Perform the data collection process to ensure member data is accurate.
- Perform activities relating to annual member statements and contribution reconciliation processes.
- Perform the monthly data exchange with employers and production of monthly follow-up letters to non-members to support enrolment protocols.
- 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.
- Investigate issues involving Team Lead, Manager, Policy, and Senior Management, as required, and escalates issues as appropriate with management.
- Plan and participate in employer training for individual employers and group sessions comprising the Employer Education program.
- Participate in Member presentations as a supporting Pension Analyst for member discussions and conducting on-site Employers visits.
To Succeed, You Bring
- A College Diploma or University Degree, as well as one of the following designations: CEBS, PPAC, or CBP.
- 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.
- Strong analytical skills, as well as attention to detail, and mathematical aptitude.
- Excellent problem solving and time management skills.
- Excellent oral and written skills.
- Proficiency in advanced Excel functions and data analysis techniques.
- 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.
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 www.caatpension.ca/careers
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 hr@caatpension.ca or call Human Resources at 416-673-9000 for assistance.
About CAAT Pension Plan
CAAT Pension Plan provides workplaces with lifetime retirement income plans for employees. We are an industry-leading innovator in helping more Canadian workplaces and their employees participate in a sustainable pension plan. Seen as one of the most successful plans in Canada, CAAT is highly respected for its successful investment program, pension management expertise and strong governance structure.
The CAAT Plan is funded at 124% with a funding reserve of $5.3B and $20.1B in assets under management as of January 1, 2024. We have 94,500 members in our Plan and 370 participating employers, and we’re growing!
What’s different about CAAT? We are a highly engaged team of passionate and dedicated professionals who believe in our mission to improve the financial security of our members in their retirement.
We are committed to our core belief in the power and efficiency of a jointly governed, multi-employer defined benefit pension plan.
We offer the pension benefits Canadians want and are more sustainable and efficient than single-employer pension plans.
We are award winning! We have been recognized as a top employer and recipient of: Greater Toronto’s Top Employers 2020, 2021, 2022, 2023, 2024 and 2025; Canada’s Most Admired Corporate Cultures 2020, 2021, 2022, and 2023; Kudos' Best Culture Leader 2021, 2022, 2023, and 2024; and Canadian HR Reporter’s Best Places to Work 2021 and 2024 and 5-Star Rewards & Recognition 2022 and 2023.
Our success is built on shared governance by members and employers, and its collective focus on benefit security, stable contributions, and fair treatment of all members.
With our DBplus pension plan design, we make it easy for employees and their employers to be part of a plan that provides secure lifetime pensions.
As CAATsters, we have fun together and give back to our community!
Senior Pension Analyst, Employer Services
Top Benefits
About the role
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 Senior Pension Analyst, Employer Services 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.
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 Employer Services 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, You’ll
- Process and complete data management and statement activities to deliver pension administration services in accordance with established service standards, processes, and procedures.
- Perform the data collection process to ensure member data is accurate.
- Perform activities relating to annual member statements and contribution reconciliation processes.
- Perform the monthly data exchange with employers and production of monthly follow-up letters to non-members to support enrolment protocols.
- 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.
- Investigate issues involving Team Lead, Manager, Policy, and Senior Management, as required, and escalates issues as appropriate with management.
- Plan and participate in employer training for individual employers and group sessions comprising the Employer Education program.
- Participate in Member presentations as a supporting Pension Analyst for member discussions and conducting on-site Employers visits.
To Succeed, You Bring
- A College Diploma or University Degree, as well as one of the following designations: CEBS, PPAC, or CBP.
- 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.
- Strong analytical skills, as well as attention to detail, and mathematical aptitude.
- Excellent problem solving and time management skills.
- Excellent oral and written skills.
- Proficiency in advanced Excel functions and data analysis techniques.
- 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.
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 www.caatpension.ca/careers
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 hr@caatpension.ca or call Human Resources at 416-673-9000 for assistance.
About CAAT Pension Plan
CAAT Pension Plan provides workplaces with lifetime retirement income plans for employees. We are an industry-leading innovator in helping more Canadian workplaces and their employees participate in a sustainable pension plan. Seen as one of the most successful plans in Canada, CAAT is highly respected for its successful investment program, pension management expertise and strong governance structure.
The CAAT Plan is funded at 124% with a funding reserve of $5.3B and $20.1B in assets under management as of January 1, 2024. We have 94,500 members in our Plan and 370 participating employers, and we’re growing!
What’s different about CAAT? We are a highly engaged team of passionate and dedicated professionals who believe in our mission to improve the financial security of our members in their retirement.
We are committed to our core belief in the power and efficiency of a jointly governed, multi-employer defined benefit pension plan.
We offer the pension benefits Canadians want and are more sustainable and efficient than single-employer pension plans.
We are award winning! We have been recognized as a top employer and recipient of: Greater Toronto’s Top Employers 2020, 2021, 2022, 2023, 2024 and 2025; Canada’s Most Admired Corporate Cultures 2020, 2021, 2022, and 2023; Kudos' Best Culture Leader 2021, 2022, 2023, and 2024; and Canadian HR Reporter’s Best Places to Work 2021 and 2024 and 5-Star Rewards & Recognition 2022 and 2023.
Our success is built on shared governance by members and employers, and its collective focus on benefit security, stable contributions, and fair treatment of all members.
With our DBplus pension plan design, we make it easy for employees and their employers to be part of a plan that provides secure lifetime pensions.
As CAATsters, we have fun together and give back to our community!