Pension Analyst, Member Services

Company:  Caatpension
Location: Old Toronto
Closing Date: 04/08/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

Full-time Analyst Customer Service Administrative

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Pension Analyst, Member Services

CAAT Pension Plan Toronto, ON (Hybrid)

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Pension Analyst, Member Services

CAAT Pension Plan Toronto, ON (Hybrid)

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Pension Analyst, Member Services

CAAT Pension Plan Toronto, ON (Hybrid)

Additional Questions

How many years of experience do you possess in Pension Administration within a Defined Benefit Pension plan?

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Please specify your experience in years with pension transaction activities such as terminations, retirements, deaths, transfers, service purchases, and estimates.

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This is a hybrid position. Are you comfortable commuting to our office located in Downtown Toronto?

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About the job

Our mission is to provide a secure, valuable, and sustainable workplace retirement solutions for Canadians. At CAAT, we live our values of integrity, impact, and teamwork every day.

The 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 of Member Services, the Pension Analyst is a front-line pension administrator responsible for all day-to-day tasks in the administration of the CAAT Pension Plan. As part of the Member Services team, you support members by processing various types of transactions using the administration system to perform a variety of activities and calculations.

We are looking for someone with:

  • A College Diploma or University Degree, with a minimum of 2 years of experience with Municipal Employees' Pension Plan (MEPP), public sector pension administration, or through an outsourcing service provider.
  • 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.
  • Knowledge of multi-jurisdictional pension legislation, payroll within pension administration, reconciling paid pensions, enhancing disbursement accuracy, and handling additional voluntary contributions will be considered assets.
  • Experience in processing transactional activities (e.g. terminations, retirements, deaths, purchases, etc.)
  • Proficiency in both English and French is considered a strong 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:

  • Efficiently process and manage a variety of transaction activities, including terminations, retirements, deaths, transfers, service purchases (buybacks), and pension estimates. Ensure these tasks are completed in compliance with established service standards, procedures, and policies.
  • Engage with employers, their members, former members, and retired members as necessary to provide timely and accurate responses to inquiries and concerns.
  • Actively participate in structured training sessions designed to enhance your knowledge of the Plan document and relevant legislation, ensuring up-to-date expertise.
  • Collaborate with the team to support necessary system updates and actively identify opportunities for process optimization and efficiency gains.

Step into CAAT - where your work is both rewarding and meaningful, growth is a constant, fun is the way we roll, and your impact is real! If you meet most of the criteria above, we would love to connect with you.

Our commitment to you as a CAATster:

We’re about growing together and creating impact in a collaborative and caring environment!

  • 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 well-being, 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!
  • 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.
  • Making a Difference, Together: We're on a mission to secure a better future for Canadians. Your meaningful contributions go beyond the workplace, touching lives and making a significant societal impact. Work that truly counts!

But don't just take our word for it! We’ve consistently been recognized as one of Canada's Most Admired Corporate Cultures, as one of Greater Toronto's Top Employers, and one of the Best Places to Work.

Learn more about us by visiting www.caatpension.ca/careers

Diversity, Equity, Inclusion, and Belonging:

Diversity, Equity, Inclusion, and Belonging (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 [email protected] or call Human Resources at 416-673-9000for assistance.

Top skills for this role

Customer Service

Microsoft Excel

Calculations

Pension Administration

French

Legislation

Benefits Design

Analytical Skills

Teamwork

Finance

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