Pension Analyst, Employer Services & Data Insights

CAAT Pension Plan; Toronto; On-site; CAD 73,000 - 86,000; Full time

Job summary

CAAT Pension Plan, based in Toronto, seeks a Pension Analyst in Employer Services to support plan administration for a portfolio of employers. You will guide on plan rules, assist with data collection, and prepare member statements, ensuring accuracy and compliance.

The role demands two years in MEPP/public pension administration, strong Excel skills, and excellent communication. Fluency in French is an asset. Competitive salary and benefits accompany a meaningful impact on retirement security.

Qualifications

• 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.
• 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.

Responsibilities

• 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.

Skills

Analytical thinking

Data analysis

Communication skills

French (asset)

Education

College Diploma or University Degree in Finance/Business

Tools

Microsoft Excel

Job description

CAAT Pension Plan, based in Toronto, seeks a Pension Analyst in Employer Services to support plan administration for a portfolio of employers. You will guide on plan rules, assist with data collection, and prepare member statements, ensuring accuracy and compliance.

The role demands two years in MEPP/public pension administration, strong Excel skills, and excellent communication. Fluency in French is an asset. Competitive salary and benefits accompany a meaningful impact on retirement security.