Pension Analyst, Member Services

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  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 Pension Analyst, Member Services to be front-line pension administrator responsible for all day-to-day tasks in the administration of the CAAT Pension Plan.

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.

As the Newest Member of our Team, You’ll:

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

To Succeed, You Bring:

A College Diploma or University Degree, with a minimum of 2 years of experience with Multi-Employer 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 (CBP) designations are considered an asset.

Understanding of Defined Benefit Pension administration systems and working with pension plan texts, participation agreements, and multi-jurisdictional employer interactions.

Experience in processing transactional activities (e.g. terminations, retirements, deaths, purchases, etc.)Advanced proficiency in Excel along with excellent analytical skills, attention to detail, and a mathematical aptitude

Strong written and oral communication skills

Exceptional judgement, logic, teamwork, and interpersonal skills

Ability to thrive in a dynamic, fast-paced work environment while effectively managing multiple tasks

The target hiring salary for this position is $73,200.00-$86,100.00. Placement within our salary range will be based on factors such as internal equity, market conditions, and the candidate’s experience, skills, and qualifications relevant to the role.

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,…