Processing Analyst (Contract until November 2027)

CAAT Pension; Toronto; On-site; CAD 58,000 - 68,000; Full time

Job summary

CAAT Pension is seeking a Processing Analyst to join the Member Services team, ensuring accurate member data, documentation review, and timely communications related to pension delivery.

The role focuses on processing enrolments, handling correspondence, and supporting pension administration transactions, with a customer-focused mindset and strong Excel skills. A post-secondary education and 1–3 years in financial services or pension administration are preferred.

Qualifications

• Post-secondary education in business administration, finance, or a related field.
• 1-3 years of experience in financial services, pension administration, or related service environment.
• Strong attention to detail, analytical, time management, and mathematical aptitude.
• Excellent communication, teamwork, and attention to detail.
• Customer-focused mindset with ability to pivot.
• Proficiency with Excel and technical aptitude.
• Understanding of pension administration systems and applicable legislation is an asset.
• CEBS or PPAC Certification is considered an asset.

Responsibilities

• Process and update member data, including demographic changes and personal information, ensuring accuracy in the pension administration system.
• Support pension administration transactions, including enrolments, compliance activities, and leaves of absence.
• Investigate and follow up on missing or inactive members using internal tools and coordinate escalations.
• Receive, sort, and process incoming mail, documents, and cheques.
• Review and validate incoming documentation for completeness and alignment with plan requirements.
• Draft and send clear, professional correspondence to resolve documentation issues.
• Respond to inquiries and collaborate with internal teams to ensure documents are collected, reviewed, and uploaded.
• Assist in updating standard operating procedures and internal job aids as processes evolve.

Skills

Attention to detail

Analytical skills

Time management

Teamwork

Customer-focused mindset

Proficiency with Excel

Communication skills

Adaptability

Education

Post-secondary education in business administration/finance

CEBS or PPAC Certification (asset)

Tools

Pension administration systems

Job description

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 at CAAT. It 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 Processing Analyst to join our Member Services team responsible for executing key operational tasks that support the integrity and efficiency of pension delivery. The successful candidate will play a key role in ensuring that member, employment, and personal information is accurate and complete, required documentation is received and reviewed, and communications are delivered in a timely and professional manner.

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

• Process and update member data, including demographic changes, employment status, and personal information, ensuring accuracy and completeness in the pension administration system.
• Support pension administration transactions, including enrolments, compliance activities, and leaves of absence.
• Investigate and follow up on missing or inactive members using internal tools and available resources, coordinating escalations as needed.
• Receive, sort, and process incoming mail, printed materials, folders, documents, and cheques.
• Review and validate incoming documentation to ensure completeness, legibility, and alignment with plan requirements.
• Draft and send clear, professional correspondence to members or third parties to resolve outstanding documentation issues, gather missing information, or clarify submissions.
• Respond to inquiries and collaborate with internal teams to ensure required documents are collected, reviewed, and uploaded.
• Assist in updating standard operating procedures and internal job aids as processes evolve.

To Succeed, You Bring:

• Post secondary education in business administration, finance, or a related field.
• 1-3 years of experience working within financial services, pension administration, public sector pension administration, or a related service environment.
• Strong attention to detail, excellent analytical skills, time management skills, and a mathematical aptitude.
• Excellent communication, teamwork, and attention to detail.
• A customer‑focused mindset and the ability to pivot.
• Proficiency with Excel and a technical aptitude.
• Understanding of pension administration systems, pension plan tests, and applicable legislation is considered an asset.
• CEBS or PPAC Certification is considered an asset.

The target hiring salary for this position is $57,800.00-$68,000.00. 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, comprehensive benefits to wellness incentives, and a defined benefit pension plan – we have you covered.

A Place to Collaborate and Win:

We’ve built a lively environment where creativity and open communication thrive. It’s why we’re consistently recognized as one of "Canada’s Most Admired Corporate Cultures", one of "Greater Toronto’s Top Employers", and one of "The Best Places to Work". Work that Truly Matters. You’re giving Canadians the opportunity for better retirement security, and organizations the chance to do more. If you believe that Canadians deserve a future where a secure lifetime retirement income contributes to their financial and overall well‑being, then CAAT could be the right fit for you.

Diversity, Equity, Inclusion, and Belonging (DEIB): 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 [e-mail] or call Human Resources at 416-673-9000 for assistance.

Vacancy: This posting is for an existing vacancy At CAAT, we live our values of integrity, impact, and teamwork every day. We cultivate a culture of collaboration and fun, through an inclusive and energetic environment where CAATsters can work, learn, and grow together. We prioritize comprehensive and holistic care for our employees, designed to cater to every aspect of your life and wellbeing. Through our Total Rewards program, we prioritize your physical, mental, and financial wellness. This includes compensation, paid time off, health and dental benefits, wellness incentives, and a defined benefit pension plan. At CAAT, we embrace growth as a way of life where opportunities for adaptation, innovation, and learning prosper in our dynamic and evolving environment. As we expand and transform, so do you. Together, we’re on a mission to secure a better financial future for Canadians.