Senior Employer Onboarding Specialist

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 Employer Onboarding Specialist to join our Pension Solutions team. This role plays a vital role on the Pension Solutions team, focusing on onboarding small employers while serving as the primary point of contact for documentation coordination, procedures, and customer service to ensure timely and seamless processes. You will also support the application and approval process for these employers, as well as handle onboarding in more complex or sensitive situations.

As a customer service and client relations expert with a passion for helping people, you will respond to employer queries promptly while facilitating smooth document management. Success is measured by high employer customer satisfaction.

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

• Develop, maintain and follow documented procedures and related checklists required to onboard employers in order to facilitate a streamlined onboarding process with high customer satisfaction and meeting the established service standards.
• Conduct basic needs analysis within the guidelines of offerings on which approach is required.
• Coordinate information management activities related to the completion of the standard internal governance documents within target timelines and to ensure a seamless process from all stakeholders’ perspectives.
• Interact with the employer, affinity partner and internal departments to ensure documentation completion and meeting deadlines with a high customer satisfaction rating.
• Anticipate and mitigate delays related to documentation collection.
• Respond to all queries received by the employer by providing relevant, accurate and timely information.
• Complete due diligence on prospective employers including credit checks, average age of members, etc., and determine if results require management involvement.
• Services the employer and/or affinity partner as the main point of contact by responding to and coordinating any information requests.
• Work with Plan staff from various teams to resolve onboarding related issues.
• Identify opportunities to improve processes.
• Act as a front-line service provider as required, responding to inquiries from various stakeholders (i.e., members, employers, third parties) by providing relevant, accurate and timely information via telephone and email.

**To Succeed, You Bring:**

• 2 to 5 years of experience in the pension, finance, or customer service industry; strong preference for candidates with knowledge of pension terminology and the ability to understand employer/client needs related to onboarding.
• A University degree, College diploma, or equivalent combination of training and professional experience.
• Strong proficiency in the MS Office suite, with the ability to review and interpret complex internal documents thoroughly.
• Sound judgment to make decisions based on situational data and escalate issues outside standard frameworks.
• Exceptional attention to detail and time management skills to deliver multiple concurrent onboarding projects successfully.
• Proficiency in French is considered a significant asset.

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

**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.