Senior Pension Analyst, Member Services

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 www.caatpension.ca

The Senior Pension Analyst, Member Services is integral to the success of the Service Delivery team, and to CAAT’s guiding mission and growth strategy. Reporting to the Manager, Member Services, the Senior Pension Analyst reviews, processes, authorizes complex, escalated, and/or high-profile cases, performs routine and specialized calculations (when required), provides training to new staff, and acts as a lead hand in the absence of the Team Lead, Member Services.

We are looking for someone with:

• A College Diploma or University Degree, with a minimum of 5 years of experience with Municipal Employees’ Pension Plan (MEPP), public sector pension administration, or through an outsourcing service provider involving direct member/client interactions.
• Pension Plan Administration Certificate (PPAC), Certified Employee Benefit Specialist Program (CEBS), or Certified Benefits Professional designation, or actively pursuing these qualifications.
• Understanding of Defined Benefit Pension administration systems and working with pension plan texts, participation agreements and multi-jurisdictional employer interactions.
• Experience in pension purchases (buybacks), benefit transfers and member consultations is an asset.

The successful candidate will demonstrate:

• Excellent analytical skills, attention to detail, and a mathematical aptitude.
• Strong written and oral communication skills.
• Exceptional judgement, logic, teamwork, and interpersonal skills.
• Advanced proficiency in Excel.
• Ability to thrive in a dynamic, fast-paced work environment while effectively managing multiple tasks.

Once here you will:

• Act as the first point of contact for member and employer queries, attempting to resolve issues and escalate when necessary.
• Update Member’s data and calculate specific entitlements, as required, based on data and eligibility as prescribed by the Plan and legislation.
• Conduct peer reviews of calculations, documents, and maintain recordkeeping as needed.
• Approve new payment setups for pension entitlements and ensure these are processed within established service standards and in compliance with Plan provisions and regulatory requirements.
• Support required system updates and identify opportunities to streamline processes by making improvements to the Pension Administration System.
• Review pension administration activities, identify process gaps, and propose updates or procedural improvements.
• Participates in escalated cases, member initiatives and projects as required.
• Participate in structured training sessions to increase knowledge related to the plan document and legislation.
• Lead training sessions for new team members and employer Administrators on Plan text, systems, and departmental policies.
• Coordinate information updates for staff and ensure adherence to updated processes and procedures.

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 or email your resume to careers@caatpension.ca with Senior Pension Analyst, Member Services in the subject line on or before April 15, 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 hr@caatpension.ca or call Human Resources at 416-673-9000 for assistance.