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 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 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.
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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 escalate 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 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. Start your journey with us today. Apply now.

Learn more about us by visiting www.caatpension.ca/careers

No artificial intelligence tools are used to screen, assess, or select applicants for this position. Artificial intelligence tools may be used to help recruiters identify potential candidates on external platforms. All hiring decisions are made by human reviewers. 

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 hr@caatpension.ca or call Human Resources at 416-673-9000 for assistance.

Vacancy:

This posting is for an existing vacancy