About The Position

This early-career role supports the accurate and timely processing of financial calculations for Defined Benefit (DB) clients. DB plans, also known as pension plans, promise employees a set retirement benefit. The role includes structured training on pension concepts, systems, and calculations, with support from experienced team members. The team focuses on accurate benefit calculations and service for the organizations and clients it supports. As employees develop, they may have opportunities to mentor and coach others and progress into Lead Pension Administrator or Analyst roles with increased responsibility, client complexity, and leadership opportunities.

Requirements

  • Bachelor’s degree; all majors are welcome to apply.
  • Strong analytical and intuitive skills.
  • Motivation, commitment to excellence, a positive demeanor, and a can-do work ethic.
  • Ability to work collaboratively while meeting individual timeliness, accuracy, and quality goals.
  • Ability to adapt to a constantly evolving environment.
  • Strong interpersonal skills and attention to detail.
  • High integrity and discretion when handling confidential client and participant data.
  • Strong written and verbal communication skills.
  • Ability to coach and instruct others.
  • Strong PC software skills, including Excel, Outlook, and Word.

Nice To Haves

  • A degree in Mathematics, Finance, Business, or Accounting.

Responsibilities

  • Process various types of calculations while meeting timeliness and accuracy standards and interpreting DB plan rules to ensure compliance with plan documents.
  • Support internal Client Service teams while developing subject matter expertise on assigned clients.
  • Manually calculate and review pension benefits for plan participants.
  • Support monthly testing of system upgrades and releases.
  • Participate in special departmental projects.
  • Document updates to User Procedure Documentation.
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