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    Pension Analyst, Merged Plans - Toronto, Canada - CAAT Pension Plan

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    Accounting / Finance
    Description
    We're on a mission to secure a better financial future for Canadians. Your meaningful contributions go beyond the workplace, touching lives and making a significant societal impact. Work that truly counts

    Why you will love being a CAATster:
    A Culture of Collaboration and Fun

    We're a team that works, grows, and celebrates together. At CAAT, you belong to a collaborative, inclusive and lively environment that sparks creativity and fosters open communication.

    Comprehensive & Holistic Care

    Your dedication deserves appreciation At CAAT, we celebrate the complete you, prioritizing your well-being above all.

    Our all-encompassing employee programs are designed to cater to every aspect of your life and wellbeing, ensuring you feel cherished and valued.

    We provide a competitive Total Rewards program based around your physical, mental, and financial wellness.

    This includes, but is not limited to, your compensation, paid time off, health and dental benefits, wellness programs, wellness incentives, and (of course) a defined benefit pension plan.

    Growth Opportunities


    Embrace a vibrant, ever-evolving environment at CAAT, where growth is not just a goal, but our way of life We're expanding and transforming constantly, which means endless opportunities for you to adapt, innovate, and learn.

    As we grow, so do you. Let's make a difference together

    Learn more about us by visiting


    The Pension Analyst is integral to the success of the Merged Plans team, and to CAAT's guiding mission and growth strategy.

    This role is important because you will be the front-line pension administrator responsible for all day-to-day tasks in the administration of the CAAT Pension Plan.


    We are looking for someone with:

    • College Diploma or University Degree with a minimum of 3 years of experience with Multi-Employer Pension Plans (MEPP).
    • Experience in Public Sector Pension Administration or through an outsourcing service provider.
    • You may also have or be actively pursuing your Pension Plan Administration Certificate, Certified Employee Benefit Specials Program or Certified Benefits Professionals designation(s).
    • Strong technical skills in Microsoft Office with an emphasis on Excel.
    • Experienced in processing member transactions including terminations, retirements, deaths, etc.

    The successful candidate will demonstrate:

    • Excellent analytical skills, with a mathematical aptitude.
    • Excellent communication skills (both written and oral).
    • Strong knowledge of applicable pension legislation and regulations.
    • Strong customer service approach and relationshipbuilding skills.
    • Ability to effectively multitask and shift priorities in a fastpaced environment

    Once here you will:

    • Process and complete all transaction activities including terminations, retirements, deaths, transfers, service purchases (buybacks) and pension estimates in accordance with established service standards, procedures, and policies.
    • Assist with developing mail merge templates for special projects such as batch estimate requests.
    • Liaise with Client Services Representatives to respond to complex inquiries.
    • Respond or prepare responses to requests verbally or in writing from employers, members, former members, and retired members.
    • Participate in structured training sessions to increase knowledge related to the Plan and legislation.
    • Identify opportunities to improve the effectiveness of the pension administration process.
    If you meet most of the criteria above, we would love to connect with you. Please click onto "APPLY" above to easily submit your candidacy on or before May 31, 2024.


    The success of our company is dependent on fostering a culture of embracing diversity, equity, and inclusion in everything we do.

    All employees are guided by our Mission, Values, and Code of Conduct.


    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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