Senior Onboarding Specialist; DB Pension Implementation

Position: Senior Employer Onboarding Specialist (DB Pension Implementation)
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  Senior Onboarding Specialist  to support the successful onboarding of employers joining the CAAT Pension Plan.
In this role, the incumbent will coordinate documentation, internal approvals, due diligence, and stakeholder communications to ensure each employer receives timely, accurate, and responsive support. This role will also help navigate complex onboarding scenarios while contributing to a streamlined process and a positive employer experience.
As the Newest Member of our Team, You’ll:
Coordinate the onboarding of small employers, following established procedures, checklists, timelines, and service standards.
Serve as the main point of contact for employers and stakeholders, responding to questions and coordinating information requests.
Conduct basic needs analyses to determine the appropriate onboarding approach within established guidelines.
Coordinate the completion of internal governance documents and other onboarding requirements.
Anticipate potential documentation delays and take proactive steps to keep the onboarding process moving forward.
Complete employer due diligence activities, including credit checks and reviews of relevant member information, escalating findings when management involvement is required.
Provide stakeholders with relevant, accurate, and timely information by telephone and email.
Identify opportunities to strengthen procedures and improve the overall onboarding experience.
Support front-line service needs by responding to inquiries from employers, members, and third parties, as required.
To Succeed, You Bring:
Post secondary education, or an equivalent combination of education, training, and experience.
Two to five years of experience in customer service, pensions, financial services, or a related environment.
Knowledge of pensions and the ability to apply that knowledge when supporting employers.
Strong coordination and organizational skills, with close attention to deadlines, documentation, and accuracy.
The ability to assess complex issues, solve problems, and escalat matters appropriately.
Strong relationship-building and communication skills, with the ability to work effectively across teams and with external stakeholders.
Proven ability to prioritize multiple tasks, manage competing deadlines, and pivot quickly as business needs evolve.
Proficiency with Microsoft Office applications.
Bilingual (French) is considered an asset.
The target hiring salary for this position is $84,100.00-$98,900.00. 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…