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.
Vacancy:This posting is for an existing vacancy
