Administrative Assistant (Finance)

Our mission is to provide a secure, valuable, and sustainable workplace retirement solutions for Canadians. At CAAT, we live our values of integrity, impact, and teamwork every day.

The Administrative Assistant is integral to the success of the Finance team, and to CAAT’s guiding mission and growth strategy.

Reporting to the Chief Financial Officer the Administrative Assistant will provide direct administrative support to the Chief Financial Officer and to the broader Finance department.

The successful candidate will play a key role in ensuring the Finance department runs smoothly.

We are looking for someone with :

• 3-5 years of proven experience providing administrative support
• Post secondary education in Business Administration or equivalent combination of education and work experience
• Proficiency in MS Office (MS Excel, Word, and MS PowerPoint, in particular)
• Proven ability to work independently on multiple tasks while demonstrating initiative
• Ability to identify and prioritize items requiring immediate action, along with any pertinent information to facilitate decision making
• Experience in the finance industry or supporting finance functions is an asset
• Familiarity with SharePoint is an asset

The successful candidate will demonstrate :

• Excellent organizational and time-management skills
• Strong written and verbal communication abilities
• Familiarity with investment management practices and terminology
• A strong interest in technology; proactive in finding solutions to improve efficiency and productivity.
• Discretion and confidentiality
• Strong customer service orientation; a flexible and willing can do’ attitude

Once here you will :

• Assist executive assistant with calendar management, inbox organization, travel arrangements, event coordination, expense reports, meeting minutes, and provide other general support as needed.
• Manage calendars, coordinate meetings, and schedule events for Finance Team members.
• Monitor Finance Team email inbox, redirecting emails to appropriate staff, and departments as needed.
• Respond to routine inquiries and requests in a timely and professional manner
• Maintain efficient electronic and physical filing systems
• Download and organize information from investment manager portals, ensuring completeness and accuracy
• Maintain records of all documentation received from investment managers and coordinate documents with external service providers
• Assist in preparing and editing correspondence, reports, and presentations
• Prepare audit letters and other mass emails to external stakeholders
• Assist with special projects and perform additional duties as assigned to support the overall functioning of the Finance Team

Step into CAAT - where your work is both rewarding and meaningful, growth is a constant, fun is the way we roll, and your impact is real! If you meet most of the criteria above, we would love to connect with you.

Our commitment to you as a CAATster :

We’re about growing together and creating impact in a collaborative and caring environment!

Comprehensive & Holistic Care : Your dedication deserves appreciation! At CAAT, we celebrate the complete you, prioritizing your well-being above all.

Our all-encompassing employee programs are designed to cater to every aspect of your life and well-being, ensuring you feel cherished and valued.

We provide a competitive Total Rewards program based around your physical, mental, and financial wellness. This includes, but is not limited to, your compensation, paid time off, health and dental benefits, wellness programs, wellness incentives, and (of course) a defined benefit pension plan.

Growth Opportunities : Embrace a vibrant, ever-evolving environment at CAAT, where growth is not just a goal, but our way of life! We're expanding and transforming constantly, which means endless opportunities for you to adapt, innovate, and learn.

As we grow, so do you. Let’s make a difference together!

• A Culture of Collaboration and Fun : We're a team that works, grows, and celebrates together. At CAAT, you belong to a collaborative, inclusive and lively environment that sparks creativity and fosters open communication.
• Making a Difference, Together : We're on a mission to secure a better future for Canadians. Your meaningful contributions go beyond the workplace, touching lives and making a significant societal impact.

Work that truly counts!

But don't just take our word for it! We’ve consistently been recognized as one of Canada's Most Admired Corporate Cultures , as one of Greater Toronto's Top Employers , and one of the Best Places to Work .

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

Diversity, Equity, Inclusion, and Belonging :

Diversity, Equity, Inclusion, and Belonging (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 416-673-9000for assistance.