Pension Analyst, Services; Two

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.

We are seeking a Pension Analyst, Employer Services, to serve as a key point of contact for employers participating in the CAAT Pension Plan. In this role, you will provide technical guidance and day-to-day support to ensure accurate and efficient plan administration. You will also contribute to critical processes such as contribution reconciliation, annual member data collection, and member statement preparation.

• Serve as the primary point of contact for a portfolio of assigned employers, providing day-to-day technical support and guidance on plan administration.
• Build and maintain strong employer relationships through regular check-ins, including monthly status meetings to track progress, resolve issues, and ensure high client satisfaction.
• Deliver structured education and training sessions to employers to support understanding of plan rules, processes, and tools.
• Support the reconciliation of pension contributions and perform data analysis to ensure accuracy, compliance, and timely resolution of discrepancies.
• Collaborate on system updates and identify opportunities to streamline and enhance the effectiveness of pension administration workflows.
• Participate in the annual data collection process and contribute to the preparation and validation of annual member statements.
• Work closely with colleagues in Employer Services to review service deliverables, controls, and operational processes, identifying areas for continuous improvement.
• Maintain up-to-date knowledge of plan provisions, legislative requirements, and internal policies to ensure accurate and compliant employer support.

• A College Diploma or University Degree in Finance, Business, or a related field.
• At least two (2) years of experience in MEPP or public sector pension administration, or with an outsourcing service provider; with working knowledge of pension systems, plan texts, and applicable legislation.
• Demonstrated experience managing employer or client relationships, including resolving issues, delivering presentations, and facilitating training sessions is considered a strong asset.
• Proven ability to process a wide range of pension transactions, including terminations, retirements, deaths, transfers, buybacks, and year-end statements.
• Strong analytical and mathematical skills, with hands‑on experience in data analysis and working with pension contribution files.
• Proficiency in Microsoft Excel and other Microsoft Office tools, with the ability to manage and interpret complex data sets.
• Excellent communication and relationship-building skills, with the ability to manage competing priorities in a fast-paced environment.
• Fluency in French is an asset.

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.