Senior Pension Administrator - Early Career

Fidelity Investments • Covington, KY

2d • Onsite

About The Position

This role is for a recent college graduate interested in problem-solving, working with numbers, and understanding how financial systems impact individuals. The position involves accurate and timely processing of financial calculations for Defined Benefit (pension) clients. The role offers structured training on pension concepts, systems, and calculations, with support from experienced team members. The job is categorized under Transaction Processing.

Requirements

• Bachelor’s Degree - Mathematics, Finance, Business, and Accounting majors are preferred but all are welcome to apply
• Strong analytical and intuitive skills
• Motivation and commitment to excellence; positive demeanor and 'can do' work ethic
• Ability to work as a standout colleague while meeting individual timeliness, accuracy goals and quality standards
• Ability to adapt to a constantly evolving environment
• 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
• Ability to coach and instruct others
• Strong PC Software skills (i.e. Excel, Outlook, and Word)

Nice To Haves

• Comfortable with Microsoft Excel
• Strong math skills

Responsibilities

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level