Lead Retirement Administrator, Fidelity Workplace Consulting

Fidelity Investments•Westlake, TX

45d•$55,000 - $105,000

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: You bring a unique blend of resilience, initiative, and strategic thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement. Entrepreneurial and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value. Collaborative Team Player: Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success. Resourceful and Organized: Adept at juggling multiple priorities-while staying focused and organized. Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow both personally and professionally. Comfortable with Ambiguity: Excel in environments where the path isn't always clear, using strategic thinking and adaptability to navigate uncertainty. Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across stakeholders. Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal. This role will reside within Workplace Consulting's Center of Excellence (COE) organization on the Back Office Administration Team. The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting

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)

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
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.

Benefits

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

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