Lead Retirement Administrator, Fidelity Workplace Consulting

Fidelity Investments•Chicago, IL

46d•$55,000 - $105,000•Hybrid

About The Position

You will be responsible for first-signing/processing pension, retirement, and post-retirement health & welfare transactions. Other key responsibilities for this position include performing pension benefit calculations, working with data, creating forms & letters that are used to communicate with participants and beneficiaries, working with pension disbursements, and interacting with colleagues to provide information to plan sponsors, participants, beneficiaries, and third parties. Our talented team of professionals is looking for someone who enjoys a fast-paced environment and can provide both high-quality work and an extraordinary customer experience! This role is responsible for: Providing pension administration services for a designated group of clients Using product and client specific procedures when completing calculations to ensure accuracy and timeliness of all work Acting as subject matter expert on the end-to-end processing of calculations, resolution of participant issues, disbursements, and data updates Managing escalations, as well as client critical issues, and partnering closely with colleagues in the Retirement practice Assisting with client documentation and procedures updates Leading participant and client request workflows, including researching and resolving complex or critical customer issues Proactively identifying client and participant trends and working with various internal business partners to arrive at customer-centric solutions Providing support for project related tasks

Requirements

Bachelor's Degree or equivalent work experience
Interest in Defined Benefits administration and Defined Benefits systems
Strong mathematical, analytical, and intuitive skills - including the ability to perform manual pension calculations using requirements documents, plan documents, plan amendments, SPD's, and other documentation
Ability to work as a standout colleague while meeting individual timeliness, accuracy goals, and quality standards
Strong interpersonal skills and attention to detail
High integrity and discretion to ensure the confidentiality of private client and participant data
Strong written and verbal communication skills
Strong PC software skills (i.e. - Excel, Outlook, Word, and Access)
Under limited supervision, the Lead Retirement Administrator will be responsible for processing pension, retirement, and post-retirement health and welfare transactions.
This role will use plan and client specific procedures when researching and processing transactions to ensure accuracy and timeliness of all work.

Responsibilities

Providing pension administration services for a designated group of clients
Using product and client specific procedures when completing calculations to ensure accuracy and timeliness of all work
Acting as subject matter expert on the end-to-end processing of calculations, resolution of participant issues, disbursements, and data updates
Managing escalations, as well as client critical issues, and partnering closely with colleagues in the Retirement practice
Assisting with client documentation and procedures updates
Leading participant and client request workflows, including researching and resolving complex or critical customer issues
Proactively identifying client and participant trends and working with various internal business partners to arrive at customer-centric solutions
Providing support for project related tasks

Benefits

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

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