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:
The Manager, Member Services is integral to the success of the Manager, Member Services team, and to CAAT's guiding mission and growth strategy.
Reporting to the Director, Client Services, the Manager, Member Services oversees the exceptional delivery of pension administrative services in accordance with Plan provisions and regulatory requirements. This role drives operational excellence, ensuring timely and accurate service and identifies opportunities for improvement to meet the evolving needs of members and the growth of the Plan. The Manager leads/participates in initiatives and special projects to ensure effective, efficient and compliant service that supports the achievement of CAAT's strategic goals.
As the Newest Member of our Team, you Will:
- Oversee accurate and timely administration and processing for all events (e.g. service purchases, terminations, retirement, member statements etc.) performed by the team, ensuring activities are completed within service standards.
- Leads member initiatives/projects including but not limited to, production of annual member statements for EOM and deferred members, calculation of COLA increases for deferred members and production of tax reporting for PARs, PAs (LTD members) and tax receipts for service purchase transactions.
- Monitor, extract, and manipulate statistical data using Excel to ensure all activities are completed in a timely manner to meet or exceed agreed service standards.
- Ensure appropriate internal control, confidentiality and privacy environment is maintained.
- Assist in the delivery of pension administration services to employers and members during times of high volume.
- Identify opportunities and recommend improvements to streamline pension administration processes and knowledge requirements.
- Work closely with leaders across Member Services and Employer Services to continuously monitor and report on the achievement of service standards and service quality in Member Services.
- Oversee the activities of Member Services team, adjust work allocation, identify capacity/competency constraints and proactively anticipate bottlenecks/delays, adjusting resources as needed.
- Foster a highly engaged, client focused team by providing continuous development and coaching.
- Educate staff to ensure knowledge, processes and procedures remain current.
To Succeed, You Bring:
- A university degree in Business Administration, Finance, or a related field; CEBS, PPAC, or CBP certification is an asset.
- A minimum of 8 years of experience in pension administration with increasing responsibility.
- At least 3 years of experience in leading, coaching, and developing teams.
- Knowledge of multi-employer pension plans (MEPP) or public sector pension experience working directly with employers or service providers.
- Expertise in pension plan texts, legislation, and regulations.
- Strong skills in pension administration systems and tools, with experience implementing new technology as an asset.
- Proficiency in Microsoft Office Suite, particularly Excel.
- Strong organizational and time management skills, with an ability to prioritize and manage competing demands.
- Excellent relationship-building and communication skills for engaging with stakeholders at all levels.
- Analytical and problem-solving abilities to address issues with independence and sound judgment.
- Initiative and the capacity to work independently, with attention to detail and accuracy.
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, and comprehensive benefits to wellness incentives 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
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 or call Human Resources at for assistance.