About The Position

This early-career role supports the accurate and timely processing of financial calculations for Defined Benefit (DB) clients. DB plans are pension plans in which an employer promises to pay employees a set amount after retirement. The position includes structured training on pension concepts, systems, and calculations, with support from experienced team members.

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 in 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 interpret 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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